Williams Financial »

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

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

Historical chart of Williams Financial 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 Williams Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Barclays 10-20 Yr Tresry Bd by Williams Financial

Quarter filed Position value Share count Share price at filing
2023-06-30 $1.9M 17k 110.77
2023-03-31 $1.8M 16k 114.54
2022-03-31 $685k 5.1k 134.55

More positions owned by Williams Financial

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Lockheed Martin Corporation (LMT)
Exxon Mobil Corporation (XOM)
CVS Caremark Corporation (CVS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
SYSCO Corporation (SYY)
Ishares Tr Esg Adv Ttl Usd (EUSB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Williams Financial

Top funds holding iShares Barclays 10-20 Yr Tresry Bd

Bank of America Corporation
Forum Financial Management
Wells Fargo & Company
Branch Banking & Trust Company
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Itau Unibanco Holding
Jpmorgan Chase & Co
Stifel Financial
UBS Group
Pathstone Holdings
Envestnet Portfolio Solutions
Coldstream Capital Management
Financial Advisory Service
Royal Bank of Canada
Sequoia Financial Advisors

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