BMS Financial Advisors »

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

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

Historical chart of BMS 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 BMS 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 BMS Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $456k 4.1k 110.77
2023-03-31 $915k 8.0k 114.54
2022-12-31 $219k 1.5k 148.40
2022-09-30 $885k 8.1k 108.90
2022-06-30 $223k 1.5k 148.17
2022-03-31 $1.3M 9.6k 134.66
2021-12-31 $223k 1.5k 148.17

More positions owned by BMS Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
First Tr Nas100 Eq Weighted SHS (QQEW)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Ser Tr Portfolio Short (SPSB)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr Index Shs Fds Msci Emrg Mkts (QEMM)
Wisdomtree Tr Currncy Int Eq (DDWM)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)

View all positions for BMS 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
Ameriprise Financial
Jpmorgan Chase & Co
Richard Bernstein Advisors
LPL Financial
Assetmark
Branch Banking & Trust Company
Johns Hopkins University
Itau Unibanco Holding
UBS Group
Envestnet Portfolio Solutions
Signature Estate and Investment Advisors

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