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

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

Historical chart of JFS 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 JFS 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 JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $446k 4.1k 109.33
2024-06-30 $414k 4.0k 102.71
2024-03-31 $253k 2.4k 105.04
2023-12-31 $164k 1.5k 108.27
2021-12-31 $0 3 0.00

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for JFS 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