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iShares Barclays 10-20 Yr Tresry Bd shares owned by Stonehaven Wealth & Tax Solutions

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

Historical chart of Stonehaven Wealth & Tax Solutions 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 Stonehaven Wealth & Tax Solutions 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 Stonehaven Wealth & Tax Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $529k 5.2k 101.67
2024-12-31 $567k 5.7k 99.54

More positions owned by Stonehaven Wealth & Tax Solutions

J P Morgan Exchange Traded F Betabuilders I (BBIN)
Spdr Series Trust State Street Spd (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Global X Fds S&p 500 Catholic (CATH)

View all positions for Stonehaven Wealth & Tax Solutions

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