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iShares Barclays 10-20 Yr Tresry Bd shares owned by Asset Planning

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

Historical chart of Asset Planning investment in iShares Barclays 10-20 Yr Tresry Bd

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

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Quarterly reported holdings in iShares Barclays 10-20 Yr Tresry Bd by Asset Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $80k 775 102.94
2025-06-30 $78k 766 101.63
2025-03-31 $80k 771 103.78
2024-12-31 $75k 754 99.52

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Top funds holding iShares Barclays 10-20 Yr Tresry Bd

Envestnet Asset Management
LPL Financial
Forum Financial Management
BlackRock
Jpmorgan Chase & Co
Morgan Stanley
Ameriprise Financial
Wells Fargo & Company
Cetera Investment Advisers
Envestnet Portfolio Solutions
Assetmark
Stifel Financial
Park Avenue Securities
CWM
Mml Investors Services

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