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

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

Historical chart of Icon Wealth Partners 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 Partners 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 Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $103k 1.0k 98.48
2023-06-30 $4.5M 41k 110.77
2023-03-31 $3.9M 34k 114.54
2022-06-30 $3.4M 29k 120.13
2022-03-31 $3.5M 26k 134.59
2021-12-31 $731k 4.9k 148.40
2021-09-30 $693k 4.7k 147.01

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Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Eafe Growth Etf Etf (EFG)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Esg Aware Msci Usa Etf Etf (ESGU)
Chevron Corp Stock (CVX)
Exxon Mobil Corp Stock (XOM)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Ishares Mbs Etf Etf (MBB)
Enterprise Prods Partners Stock (EPD)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for Icon Wealth Partners

Top funds holding iShares Barclays 10-20 Yr Tresry Bd

Envestnet Asset Management
LPL Financial
Forum Financial Management
BlackRock
Jpmorgan Chase & Co
Ameriprise Financial
Wells Fargo & Company
Cetera Investment Advisers
Envestnet Portfolio Solutions
Assetmark
Stifel Financial
Park Avenue Securities
Mml Investors Services
CWM
Janney Montgomery Scott

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