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iShares Barclays 20+ Yr Treas.Bond shares owned by Causey Wealth

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

Historical chart of Causey Wealth 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 Causey Wealth 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 Causey Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $754k 8.7k 86.69
2025-12-31 $967k 11k 87.16
2025-09-30 $1.0M 11k 89.37
2025-06-30 $472k 5.4k 88.25
2025-03-31 $235k 2.6k 91.03
2024-12-31 $282k 3.2k 87.33

More positions owned by Causey Wealth

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr International Sl (ISCF)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Intl (IDEV)
Vanguard World Extended Dur (EDV)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Global Reit Etf (REET)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Causey Wealth

Top funds holding iShares Barclays 20+ Yr Treas.Bond

Bank of America Corporation
Jane Street
Susquehanna International
Citadel Advisors
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
Bank Of Montreal
Barclays
BlackRock
Rafferty Asset Management
UBS Group
Citigroup
Old Mission Capital
Morgan Stanley
Sona Asset Management

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