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iShares Barclays 10-20 Yr Tresry Bd shares owned by Wells Financial Advisors

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

Historical chart of Wells Financial 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 Wells Financial 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 Wells Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $943k 9.3k 101.67
2025-09-30 $1.3M 13k 102.99
2025-06-30 $85k 835 101.60
2025-03-31 $87k 835 103.75

More positions owned by Wells Financial Advisors

Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Index Fund Etf Etf (VUG)
Spdr Gold Shares Etf Etf (GLD)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Mega Cap Value Etf Etf (MGV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vanguard Mid-cap Index Fund Etf Etf (VO)
Vanguard Small-cap Index Fund Etf Etf (VB)
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Large-cap Index Fund Etf Etf (VV)
Vanguard Value Fund Etf Etf (VTV)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Ishares Core Dividend Growth Etf Etf (DGRO)

View all positions for Wells Financial 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
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