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

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

Historical chart of Icon Wealth Advisors investment in iShares Barclays 10-20 Yr Tresry Bd

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All positions including iShares Barclays 10-20 Yr Tresry Bd held by Icon 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 Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.7M 43k 109.33
2024-03-31 $4.6M 44k 105.03
2023-12-31 $4.9M 46k 108.26
2022-12-31 $4.2M 39k 108.18
2022-09-30 $3.2M 29k 108.96

More positions owned by Icon Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Microsoft Corp Stock (MSFT)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Eafe Growth Etf Etf (EFG)
Apple Stock (AAPL)
Ishares National Muni Bond Etf Etf (MUB)
Amazon Stock (AMZN)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Exxon Mobil Corp Stock (XOM)
Chevron Corp Stock (CVX)

View all positions for Icon Wealth Advisors

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