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iShares Barclays 20+ Yr Treas.Bond shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of iShares Barclays 20+ Yr Treas.Bond (TLT) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in iShares Barclays 20+ Yr Treas.Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Barclays 20+ Yr Treas.Bond held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Barclays 20+ Yr Treas.Bond by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $203k 2.1k 98.88

More positions owned by Summit Financial Wealth Advisors

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Scp Etf (IJR)
Valero Energy Corporation (VLO)
Alps Etf Tr Alerian Mlp (AMLP)
Garmin SHS (GRMN)
Raytheon Technologies Corp (RTX)
Genuine Parts Company (GPC)
Cummins (CMI)
Merck & Co (MRK)
3M Company (MMM)

View all positions for Summit Financial Wealth Advisors

Top funds holding iShares Barclays 20+ Yr Treas.Bond

Bank of America Corporation
UBS Group
Citadel Advisors
Citigroup
Jane Street
Goldman Sachs Group
TD Asset Management
Barclays
Jpmorgan Chase & Co
Wells Fargo & Company
Parallax Volatility Advisers
Wolverine Trading
Walleye Trading Advisors
Marshall Wace
Assetmark

View all funds holding iShares Barclays 20+ Yr Treas.Bond