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iShares Barclays 10-20 Yr Tresry Bd shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment 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 Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.5M 64k 101.67
2025-09-30 $3.4M 33k 102.99
2025-06-30 $2.1M 20k 101.60
2025-03-31 $1.4M 14k 103.75

More positions owned by Concurrent Investment Advisors

Apple Put Option (AAPL)
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NVIDIA Corporation Call Option (NVDA)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)

View all positions for Concurrent Investment Advisors

Top funds holding iShares Barclays 10-20 Yr Tresry Bd

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

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