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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
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

Apple (AAPL)
Qualcomm (QCOM)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Morningstar Divid L SHS (FDL)
Blackrock Etf Trust Int Dividend Etf
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Beacon Financial

Top funds holding iShares Barclays 10-20 Yr Tresry Bd

Bank of America Corporation
Forum Financial Management
Demars Financial Group
Wells Fargo & Company
Envestnet Asset Management
Ameriprise Financial
LPL Financial
Morgan Stanley
Jpmorgan Chase & Co
Assetmark
Richard Bernstein Advisors
Branch Banking & Trust Company
Envestnet Portfolio Solutions
YCMNET Advisors
First Citizens Bank & Trust

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