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iShares Barclays 20+ Yr Treas.Bond shares owned by Capital Advisors Wealth Management

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

Historical chart of Capital Advisors Wealth Management 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 Capital Advisors Wealth Management 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 Capital Advisors Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $593k 6.6k 89.37
2025-06-30 $645k 7.3k 88.25
2025-03-31 $662k 7.3k 91.03
2024-12-31 $461k 5.3k 87.32
2024-09-30 $774k 7.9k 98.10
2024-06-30 $508k 5.5k 91.78
2024-03-31 $343k 3.6k 94.62
2023-12-31 $296k 3.0k 98.89
2023-09-30 $460k 5.2k 88.69
2023-06-30 $272k 2.6k 102.93