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iShares Barclays 10-20 Yr Tresry Bd shares owned by ProVise Management Group

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

Historical chart of ProVise Management Group 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 ProVise Management Group 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 ProVise Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 11k 108.26
2023-09-30 $1.4M 14k 98.47
2023-06-30 $2.3M 21k 110.77
2023-03-31 $1.8M 16k 114.54

More positions owned by ProVise Management Group

Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr S&p Divid Etf (SDY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for ProVise Management Group

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