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

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

Historical chart of Triad Wealth Partners 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 Triad Wealth Partners 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 Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 125k 102.99
2025-06-30 $11M 104k 101.60
2025-03-31 $6.3M 61k 103.75
2024-06-30 $14k 135 102.70

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Triad Wealth Partners

Top funds holding iShares Barclays 10-20 Yr Tresry Bd

Envestnet Asset Management
LPL Financial
Forum Financial Management
BlackRock
Jpmorgan Chase & Co
Morgan Stanley
Ameriprise Financial
Wells Fargo & Company
Cetera Investment Advisers
Envestnet Portfolio Solutions
Assetmark
Stifel Financial
Park Avenue Securities
CWM
Mml Investors Services

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