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iShares Barclays 10-20 Yr Tresry Bd shares owned by Shared Vision Wealth Group

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

Historical chart of Shared Vision Wealth 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 Shared Vision Wealth 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 Shared Vision Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $972k 8.9k 109.33
2024-06-30 $771k 7.5k 102.70
2024-03-31 $654k 6.2k 105.03
2023-12-31 $843k 7.8k 108.27

More positions owned by Shared Vision Wealth Group

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Broadcom (AVGO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Shared Vision Wealth Group

Top funds holding iShares Barclays 10-20 Yr Tresry Bd

Bank of America Corporation
Forum Financial Management
Wells Fargo & Company
Envestnet Asset Management
Ameriprise Financial
Jpmorgan Chase & Co
Richard Bernstein Advisors
LPL Financial
Assetmark
Branch Banking & Trust Company
Johns Hopkins University
Itau Unibanco Holding
UBS Group
Envestnet Portfolio Solutions
Signature Estate and Investment Advisors

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