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

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

Historical chart of Centric 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 Centric 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 Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $226k 2.5k 90.29
2025-06-30 $229k 2.6k 87.29
2025-03-31 $205k 2.2k 91.03
2024-06-30 $825k 8.9k 92.99
2023-12-31 $946k 10k 94.13
2021-03-31 $438k 3.2k 135.44
2020-12-31 $498k 3.2k 157.69

More positions owned by Centric Wealth Management

United Parcel Service CL B (UPS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Hartford Fds Exchange Traded Strategic Income (HFSI)
UnitedHealth (UNH)
Microsoft Corporation (MSFT)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Ishares Tr Ibonds Dec 2030 (IBDV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Advanced Micro Devices (AMD)

View all positions for Centric Wealth Management

Top funds holding iShares Barclays 20+ Yr Treas.Bond

Susquehanna International
Jane Street
Northwestern Mutual Wealth Management Company
Rafferty Asset Management
Citadel Advisors
Goldman Sachs Group
Barclays
UBS Group
BlackRock
Bank Of Montreal
Old Mission Capital
Morgan Stanley
Wolverine Trading
Envestnet Asset Management
Millennium Management

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