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Capstone Wealth Management Group »

iShares Barclays 20+ Yr Treas.Bond shares owned by Capstone Wealth Management Group

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

Historical chart of Capstone Wealth Management Group 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 Capstone Wealth Management Group 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 Capstone Wealth Management Group

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$897k	10k	89.37
2025-06-30	$880k	10k	88.25
2025-03-31	$4.6M	51k	91.03
2024-12-31	$872k	10k	87.33
2024-09-30	$5.6M	57k	98.10

More positions owned by Capstone Wealth Management Group

Ishares Tr Short Treas Bd (SHV)

Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

Broadcom (AVGO)

Vanguard World Mega Grwth Ind (MGK)

Vanguard Whitehall Fds High Div Yld (VYM)

Ishares Tr Iboxx Inv Cp Etf (LQD)

Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

Invesco Actively Managed Exc Ultra Shrt Dur (GSY)

Invesco Exchange Traded Fd T S&p 500 Vlu Momn (SPVM)

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)

Microsoft Corporation (MSFT)

Select Sector Spdr Tr Indl (XLI)

Ishares Tr Russell 2000 Etf (IWM)

View all positions for Capstone Wealth Management Group

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

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