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

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

Historical chart of Beacon Financial 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 Beacon Financial 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 Beacon Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.5M 73k 102.99
2025-06-30 $6.1M 60k 101.60
2025-03-31 $5.6M 54k 103.75
2024-12-31 $466k 4.7k 99.54
2024-09-30 $450k 4.1k 109.33
2024-06-30 $427k 4.2k 102.70
2023-12-31 $250k 2.3k 108.26

More positions owned by Beacon Financial

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Exchange-traded SHS (FDL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Blackrock Etf Trust Ishares Intl Div (BIDD)
First Tr Exchange-traded SHS (FVD)
Ishares Tr Core S&p Ttl Stk (ITOT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Beacon Financial

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