Davis Wealth Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
2026-06-30 $1.5M 15k 100.35
2026-03-31 $2.5M 25k 100.72
2025-09-30 $2.1M 20k 102.99
2025-06-30 $1.6M 16k 101.60
2025-03-31 $1.2M 12k 103.75

More positions owned by Davis Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Esg Awr Msci Usa (ESGU)
Blackrock Etf Trust Isha Us Awar Etf (LCTU)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Isha I In Te Etf (BAI)

View all positions for Davis Wealth Advisors

Top funds holding iShares Barclays 10-20 Yr Tresry Bd

Envestnet Asset Management
Forum Financial Management
Bank of America Corporation
LPL Financial
BlackRock
Morgan Stanley
Jpmorgan Chase & Co
Branch Banking & Trust Company
Ameriprise Financial
Assetmark
Envestnet Portfolio Solutions
Dynasty Wealth Management
Stifel Financial
Cetera Investment Advisers
Wells Fargo & Company

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