iShares Barclays 20+ Yr Treas.Bond shares owned by AE Wealth Management
Quarter-by-quarter ownership of iShares Barclays 20+ Yr Treas.Bond (TLT) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in iShares Barclays 20+ Yr Treas.Bond
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Quarterly reported holdings in iShares Barclays 20+ Yr Treas.Bond by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $0 | 291k | 0.00 |
| 2024-06-30 | $28M | 295k | 93.21 |
| 2024-03-31 | $46M | 481k | 94.62 |
| 2023-12-31 | $75M | 804k | 93.78 |
| 2023-09-30 | $93M | 1.0M | 88.69 |
| 2023-06-30 | $122M | 1.2M | 102.94 |
| 2023-03-31 | $240M | 2.3M | 106.37 |
| 2022-12-31 | $90M | 908k | 99.56 |
| 2022-09-30 | $91M | 891k | 102.45 |
| 2022-06-30 | $101M | 876k | 114.87 |
| 2022-03-31 | $121M | 912k | 132.08 |
| 2021-12-31 | $154M | 1.0M | 148.19 |
| 2021-09-30 | $137M | 952k | 144.32 |
| 2021-06-30 | $946k | 946k | 1.00 |
| 2021-03-31 | $13M | 1.7M | 7.62 |
| 2020-12-31 | $0 | 1.6M | 0.00 |
| 2020-09-30 | $899k | 2.1M | 0.43 |
| 2020-06-30 | $5.7M | 1.7M | 3.33 |
| 2020-03-31 | $94M | 567k | 164.97 |
| 2019-12-31 | $64M | 469k | 135.48 |
| 2019-09-30 | $53M | 368k | 143.08 |
| 2019-06-30 | $42M | 318k | 132.81 |
| 2019-03-31 | $16M | 125k | 126.44 |
| 2018-12-31 | $694k | 5.7k | 121.54 |
| 2018-09-30 | $31M | 265k | 117.27 |
| 2018-06-30 | $48M | 393k | 121.72 |
| 2018-03-31 | $48M | 392k | 121.90 |
| 2017-12-31 | $34M | 268k | 126.86 |
| 2017-09-30 | $25M | 197k | 124.76 |
| 2017-06-30 | $14M | 111k | 125.12 |
| 2017-03-31 | $4.5M | 37k | 120.71 |
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