iShares Barclays 20+ Yr Treas.Bond shares owned by Berger Financial Group
Quarter-by-quarter ownership of iShares Barclays 20+ Yr Treas.Bond (TLT) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in iShares Barclays 20+ Yr Treas.Bond
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Quarterly reported holdings in iShares Barclays 20+ Yr Treas.Bond by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $418k | 4.7k | 89.36 |
| 2025-06-30 | $475k | 5.4k | 88.24 |
| 2025-03-31 | $719k | 7.9k | 91.03 |
| 2024-12-31 | $12M | 132k | 87.33 |
| 2024-09-30 | $13M | 132k | 98.10 |
| 2024-03-31 | $13M | 135k | 94.62 |
| 2023-12-31 | $11M | 113k | 98.88 |
| 2023-09-30 | $9.5M | 107k | 88.69 |
| 2023-06-30 | $11M | 105k | 102.94 |
| 2023-03-31 | $11M | 106k | 106.37 |
| 2022-12-31 | $9.3M | 94k | 99.56 |
| 2022-09-30 | $10M | 99k | 102.45 |
| 2022-06-30 | $11M | 98k | 114.87 |
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