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iShares Barclays 20+ Yr Treas.Bond shares owned by Adapt Wealth Advisors

Quarter-by-quarter ownership of iShares Barclays 20+ Yr Treas.Bond (TLT) shares owned by Adapt Wealth Advisors from 13F filings

Historical chart of Adapt Wealth Advisors investment in iShares Barclays 20+ Yr Treas.Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Barclays 20+ Yr Treas.Bond held by Adapt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Barclays 20+ Yr Treas.Bond by Adapt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.5M 87k 98.10
2024-06-30 $5.9M 65k 91.78
2024-03-31 $4.4M 47k 94.62

More positions owned by Adapt Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Alps Etf Tr Smith Core Plus (SMTH)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Wisdomtree Tr India Erngs Fd (EPI)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Invesco Van Kampen Senior Income Trust (VVR)
Ishares Tr Global Energ Etf (IXC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Global X Fds Us Infr Dev Etf (PAVE)
Ishares Tr U.s. Insrnce Etf (IAK)

View all positions for Adapt Wealth Advisors

Top funds holding iShares Barclays 20+ Yr Treas.Bond

Bank of America Corporation
Susquehanna International
Jane Street
Rafferty Asset Management
Morgan Stanley
Northwestern Mutual Wealth Management Company
Citadel Advisors
BlackRock
Goldman Sachs Group
BlackRock
Citigroup
Envestnet Asset Management
Barclays
CIBC World Markets
Wells Fargo & Company

View all funds holding iShares Barclays 20+ Yr Treas.Bond