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iShares Barclays 10-20 Yr Tresry Bd shares owned by MA Private Wealth

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

Historical chart of MA Private Wealth 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 MA Private Wealth 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 MA Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 14k 108.26
2023-09-30 $2.7M 27k 98.47
2023-06-30 $11M 97k 110.77
2023-03-31 $11M 97k 114.54
2022-12-31 $8.3M 76k 108.18

More positions owned by MA Private Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Msci Usa Mmentm (MTUM)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for MA Private Wealth

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
Royal Bank of Canada
Sequoia Financial Advisors

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