AllGen Financial Advisors »

iShares Barclays 10-20 Yr Tresry Bd shares owned by AllGen Financial Advisors

Quarter-by-quarter ownership of iShares Barclays 10-20 Yr Tresry Bd (TLH) shares owned by AllGen Financial Advisors from 13F filings

Historical chart of AllGen Financial Advisors investment in iShares Barclays 10-20 Yr Tresry Bd

Tip: Access up to 7 years of quarterly data

All positions including iShares Barclays 10-20 Yr Tresry Bd held by AllGen Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Barclays 10-20 Yr Tresry Bd by AllGen Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $16M 149k 109.33
2024-06-30 $14M 134k 102.70

More positions owned by AllGen Financial Advisors

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Gold Tr Ishares New (IAU)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr 10-20 Yr Trs Etf (TLH)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Ishares Tr International Sl (ISCF)

View all positions for AllGen Financial Advisors

Top funds holding iShares Barclays 10-20 Yr Tresry Bd

Bank of America Corporation
Forum Financial Management
Wells Fargo & Company
Envestnet Asset Management
Branch Banking & Trust Company
Jpmorgan Chase & Co
Richard Bernstein Advisors
LPL Financial
Morgan Stanley
Assetmark
Itau Unibanco Holding
Johns Hopkins University
Envestnet Portfolio Solutions
Signature Estate and Investment Advisors
YCMNET Advisors

View all funds holding iShares Barclays 10-20 Yr Tresry Bd