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iShares Barclays 20+ Yr Treas.Bond shares owned by Birchbrook

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

Historical chart of Birchbrook investment in iShares Barclays 20+ Yr Treas.Bond

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All positions including iShares Barclays 20+ Yr Treas.Bond held by Birchbrook 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 Birchbrook

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.1M 79k 89.37
2025-06-30 $6.8M 77k 88.25
2025-03-31 $7.0M 77k 91.03
2024-12-31 $6.4M 73k 87.33
2024-09-30 $7.4M 76k 98.10
2024-06-30 $7.4M 81k 91.78
2024-03-31 $7.5M 79k 94.62
2023-12-31 $6.9M 70k 98.88

More positions owned by Birchbrook

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
IDEXX Laboratories (IDXX)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)

View all positions for Birchbrook

Top funds holding iShares Barclays 20+ Yr Treas.Bond

Susquehanna International
Jane Street
Northwestern Mutual Wealth Management Company
Rafferty Asset Management
Citadel Advisors
Goldman Sachs Group
Barclays
UBS Group
BlackRock
Bank Of Montreal
Old Mission Capital
Morgan Stanley
Wolverine Trading
Envestnet Asset Management
Millennium Management

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