Lifeworks Advisors »

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

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

Historical chart of Lifeworks 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 Lifeworks 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 Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $467k 4.3k 108.26
2023-09-30 $574k 5.8k 98.47
2023-06-30 $640k 5.8k 110.77
2023-03-31 $708k 6.2k 114.54

More positions owned by Lifeworks Advisors

Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Vaneck Merk Gold Tr Gold Trust (OUNZ)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Mbs Etf (MBB)
Johnson & Johnson (JNJ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Campbell Soup Company (CPB)
Gilead Sciences (GILD)
Merck & Co (MRK)
Otis Worldwide Corp (OTIS)
Microsoft Corporation (MSFT)

View all positions for Lifeworks Advisors

Top funds holding iShares Barclays 10-20 Yr Tresry Bd

Bank of America Corporation
Forum Financial Management
Wells Fargo & Company
Branch Banking & Trust Company
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Itau Unibanco Holding
Jpmorgan Chase & Co
Stifel Financial
UBS Group
Pathstone Holdings
Envestnet Portfolio Solutions
Coldstream Capital Management
Financial Advisory Service
Sequoia Financial Advisors
Royal Bank of Canada

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