iShares Barclays 10-20 Yr Tresry Bd shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of iShares Barclays 10-20 Yr Tresry Bd (TLH) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in iShares Barclays 10-20 Yr Tresry Bd
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Quarterly reported holdings in iShares Barclays 10-20 Yr Tresry Bd by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $344k | 3.4k | 101.67 |
| 2025-09-30 | $457k | 4.4k | 102.99 |
| 2025-06-30 | $560k | 5.5k | 101.60 |
| 2025-03-31 | $1.0M | 9.8k | 103.75 |
| 2024-12-31 | $1.6M | 16k | 99.54 |
| 2024-09-30 | $2.4M | 22k | 109.33 |
| 2024-06-30 | $3.9M | 38k | 102.70 |
| 2024-03-31 | $185M | 1.8M | 105.03 |
| 2023-09-30 | $6.5M | 66k | 98.47 |
| 2023-06-30 | $92M | 830k | 110.77 |
| 2023-03-31 | $103M | 896k | 114.54 |
| 2022-12-31 | $97M | 894k | 108.18 |
| 2022-09-30 | $85M | 777k | 108.95 |
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