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

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

Historical chart of WCG Wealth Advisors 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 WCG Wealth Advisors 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.9M 58k 101.68
2025-09-30 $3.6M 35k 102.99
2025-06-30 $3.4M 34k 101.60
2025-03-31 $3.3M 32k 103.75
2023-09-30 $1.2M 12k 98.49
2023-06-30 $1.3M 12k 110.79

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Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Amazon (AMZN)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl C (GOOGL)
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American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for WCG Wealth Advisors

Top funds holding iShares Barclays 10-20 Yr Tresry Bd

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

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