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iShares Barclays 20+ Yr Treas.Bond shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of iShares Barclays 20+ Yr Treas.Bond (TLT) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory 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 Beacon Financial Advisory 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 Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $317k 3.6k 87.33
2024-09-30 $503k 5.1k 98.10
2024-06-30 $345k 3.8k 91.78
2024-03-31 $426k 4.5k 94.62
2023-12-31 $307k 3.1k 98.88
2023-09-30 $280k 3.2k 88.69

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Pimco Etf Tr Multisector Bd (PYLD)
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T Rowe Price Etf Cap Appreciation (TCAF)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exchng Traded Fd Vi Actv Fctr Smcp (AFSM)

View all positions for Beacon Financial Advisory

Top funds holding iShares Barclays 20+ Yr Treas.Bond

Bank of America Corporation
Susquehanna International
Jane Street
Goldman Sachs Group
Rafferty Asset Management
Northwestern Mutual Wealth Management Company
Citadel Advisors
Morgan Stanley
BlackRock
Envestnet Asset Management
UBS Group
Walleye Trading Advisors
Bank Of Montreal
Wells Fargo & Company
FMR

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