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

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

Historical chart of Simplicity 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 Simplicity 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.7M 34k 109.33
2024-06-30 $31M 299k 102.70
2024-03-31 $580k 5.5k 105.03
2023-12-31 $214k 2.0k 108.25
2023-06-30 $384k 3.5k 110.76
2023-03-31 $320k 2.8k 114.54

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American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
Embraer Sponsored Ads (ERJ)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
First Tr Exchange-traded A Sml Cap Val Alph (FYT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Simplicity Wealth

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
Johns Hopkins University
Branch Banking & Trust Company
Itau Unibanco Holding
UBS Group
Envestnet Portfolio Solutions
Signature Estate and Investment Advisors

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