iShares Barclays 20+ Yr Treas.Bond shares owned by Caldwell Trust
Quarter-by-quarter ownership of iShares Barclays 20+ Yr Treas.Bond (TLT) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in iShares Barclays 20+ Yr Treas.Bond
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Quarterly reported holdings in iShares Barclays 20+ Yr Treas.Bond by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $578k | 6.6k | 87.16 |
| 2025-09-30 | $52k | 582 | 89.37 |
| 2021-12-31 | $913k | 6.2k | 148.19 |
| 2021-09-30 | $900k | 6.2k | 144.32 |
| 2021-06-30 | $98k | 676 | 144.35 |
| 2021-03-31 | $90k | 666 | 135.45 |
| 2020-12-31 | $195k | 1.2k | 157.73 |
| 2020-09-30 | $469k | 2.9k | 163.26 |
| 2020-06-30 | $616k | 3.8k | 163.93 |
| 2020-03-31 | $496k | 3.0k | 164.97 |
| 2019-12-31 | $513k | 3.8k | 135.48 |
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