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iShares Barclays 10-20 Yr Tresry Bd shares owned by Davis Wealth Advisors

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

Historical chart of Davis Wealth 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 Davis Wealth 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 Davis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.5M 25k 100.72

More positions owned by Davis Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Blackrock Etf Trust Ishares Us Carbo (LCTU)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard World Esg Us Stk Etf (ESGV)

View all positions for Davis Wealth Advisors

Top funds holding iShares Barclays 10-20 Yr Tresry Bd

Envestnet Asset Management
Forum Financial Management
LPL Financial
Bank of America Corporation
BlackRock
Morgan Stanley
Envestnet Portfolio Solutions
Ameriprise Financial
Assetmark
Cetera Investment Advisers
Dynasty Wealth Management
Wells Fargo & Company
Park Avenue Securities
CWM
Janney Montgomery Scott

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