Cyndeo Wealth Partners »

iShares Barclays 10-20 Yr Tresry Bd shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners 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 Cyndeo Wealth Partners 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 Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $853k 8.1k 105.03
2023-12-31 $1.3M 12k 108.26

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Abbvie (ABBV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Broadcom (AVGO)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
Ishares Tr Tips Bd Etf (TIP)
First Tr Exchange-traded Senior Ln Fd (FTSL)
First Tr Exchng Traded Fd Vi Tcw Uncontrai (UCON)
Principal Exchange Traded Active High Yl (YLD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

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