iShares Barclays 20+ Yr Treas.Bond shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of iShares Barclays 20+ Yr Treas.Bond (TLT) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in iShares Barclays 20+ Yr Treas.Bond
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All positions including iShares Barclays 20+ Yr Treas.Bond held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management 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 Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $386k | 4.4k | 87.15 |
| 2025-09-30 | $454k | 5.1k | 89.37 |
| 2025-06-30 | $747k | 8.5k | 88.25 |
| 2025-03-31 | $1.5M | 16k | 91.03 |
| 2024-12-31 | $2.6M | 29k | 87.33 |
| 2024-09-30 | $3.2M | 33k | 98.10 |
| 2024-06-30 | $233M | 2.5M | 91.78 |
| 2024-03-31 | $2.1M | 22k | 94.62 |
| 2023-09-30 | $109M | 1.2M | 88.69 |
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