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Capital Advisors Wealth Management »

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
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

More positions owned by Capital Advisors Wealth Management

Ishares Tr Core S&p500 Etf (IVV)

Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)

Vanguard Scottsdale Fds Int-term Corp (VCIT)

Vanguard World Inf Tech Etf (VGT)

Vanguard Specialized Funds Div App Etf (VIG)

Ishares Tr Rus 1000 Grw Etf (IWF)

J P Morgan Exchange Traded F Income Etf (JPIE)

J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)

Pacer Fds Tr Us Cash Cows 100 (COWZ)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Vanguard Bd Index Fds Long Term Bond (BLV)

J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

Vanguard Whitehall Fds High Div Yld (VYM)

Vanguard Index Fds Sm Cp Val Etf (VBR)

Microsoft Corporation (MSFT)

View all positions for Capital Advisors Wealth Management

Top funds holding iShares Barclays 20+ Yr Treas.Bond

Bank of America Corporation

Wells Fargo & Company

Parallax Volatility Advisers

Wolverine Trading

Walleye Trading Advisors

Marshall Wace

Assetmark

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

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