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iShares Barclays 10-20 Yr Tresry Bd shares owned by Dynasty Wealth Management

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

Historical chart of Dynasty Wealth Management 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 Dynasty Wealth Management 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 Dynasty Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.4M 100k 73.93
2024-06-30 $5.6M 54k 102.70
2024-03-31 $1.1M 11k 105.03

More positions owned by Dynasty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Fidelity Covington Trust Vlu Factor Etf (FVAL)
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr U.s. Tech Etf (IYW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Tcw Transform Etf Trust Transform System (NETZ)

View all positions for Dynasty Wealth Management

Top funds holding iShares Barclays 10-20 Yr Tresry Bd

Bank of America Corporation
Forum Financial Management
Wells Fargo & Company
Envestnet Asset Management
Branch Banking & Trust Company
Jpmorgan Chase & Co
Richard Bernstein Advisors
LPL Financial
Morgan Stanley
Assetmark
Itau Unibanco Holding
Johns Hopkins University
Envestnet Portfolio Solutions
Signature Estate and Investment Advisors
YCMNET Advisors

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