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

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

Historical chart of Octavia 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 Octavia 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 Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $8.1M 79k 103.75

More positions owned by Octavia Wealth Advisors

Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPYG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Cr 5 10 Yr Etf (IMTB)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Starboard Invt Tr Adaptive Alpha (AGOX)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Octavia Wealth Advisors

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