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iShares Barclays 10-20 Yr Tresry Bd shares owned by Change Path

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

Historical chart of Change Path 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 Change Path 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 Change Path

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 9.5k 108.23
2023-09-30 $1.3M 13k 98.46
2023-06-30 $5.2M 48k 110.58
2023-03-31 $3.8M 34k 114.54
2022-12-31 $13M 120k 108.18
2022-09-30 $6.9M 64k 108.95
2022-06-30 $8.0M 66k 120.15
2022-03-31 $5.4M 40k 134.62

More positions owned by Change Path

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr U S Equity Factr (LRGF)

View all positions for Change Path

Top funds holding iShares Barclays 10-20 Yr Tresry Bd

Bank of America Corporation
Forum Financial Management
Wells Fargo & Company
Branch Banking & Trust Company
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Itau Unibanco Holding
Jpmorgan Chase & Co
Stifel Financial
UBS Group
Pathstone Holdings
Envestnet Portfolio Solutions
Coldstream Capital Management
Financial Advisory Service
Royal Bank of Canada
Sequoia Financial Advisors

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