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iShares Barclays 20+ Yr Treas.Bond shares owned by Berkeley Capital Partners

Quarter-by-quarter ownership of iShares Barclays 20+ Yr Treas.Bond (TLT) shares owned by Berkeley Capital Partners from 13F filings

Historical chart of Berkeley Capital Partners investment in iShares Barclays 20+ Yr Treas.Bond

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All positions including iShares Barclays 20+ Yr Treas.Bond held by Berkeley Capital Partners 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 Berkeley Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.4M 44k 98.88
2023-09-30 $3.8M 43k 88.69
2023-06-30 $4.3M 42k 102.94
2023-03-31 $4.6M 43k 106.37
2022-12-31 $4.2M 42k 99.56
2022-09-30 $4.2M 41k 102.45
2022-06-30 $4.7M 41k 114.86
2018-06-30 $331k 2.7k 121.42

More positions owned by Berkeley Capital Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Fds Industrial Etf (VIS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Gold Miners Etf (GDX)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Apple (AAPL)
Alps Etf Tr Alerian Mlp (AMLP)

View all positions for Berkeley Capital Partners

Top funds holding iShares Barclays 20+ Yr Treas.Bond

Bank of America Corporation
UBS Group
Citadel Advisors
Citigroup
Jane Street
Goldman Sachs Group
TD Asset Management
Barclays
Jpmorgan Chase & Co
Wells Fargo & Company
Parallax Volatility Advisers
Wolverine Trading
Walleye Trading Advisors
Marshall Wace
Assetmark

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