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

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

Historical chart of Pacific Excel 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 Pacific Excel 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 Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $261k 2.6k 100.72

More positions owned by Pacific Excel Wealth Advisors

First Tr Exchange-traded Core Investment (FTCB)
Vanguard World Mega Grwth Ind (MGK)
Chevron Corporation (CVX)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Apple (AAPL)
Vanguard World Mega Cap Val Etf (MGV)
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)
First Tr Exchange-traded Growth Strength (FTGS)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Limited Duration (FSIG)
First Tr Exchange-traded A Com Shs (FTA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Spdr Series Trust State Street Spd (SPYV)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)

View all positions for Pacific Excel Wealth Advisors

Top funds holding iShares Barclays 10-20 Yr Tresry Bd

Envestnet Asset Management
Forum Financial Management
LPL Financial
Bank of America Corporation
BlackRock
Morgan Stanley
Envestnet Portfolio Solutions
Ameriprise Financial
Assetmark
Cetera Investment Advisers
Dynasty Wealth Management
Wells Fargo & Company
Park Avenue Securities
CWM
Janney Montgomery Scott

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