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iShares Barclays 20+ Yr Treas.Bond shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $40M 406k 98.10
2024-06-30 $26M 282k 91.78
2024-03-31 $25M 261k 94.62
2023-12-31 $14M 143k 98.88

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding iShares Barclays 20+ Yr Treas.Bond

Bank of America Corporation
Susquehanna International
Morgan Stanley
Northwestern Mutual Wealth Management Company
Citadel Advisors
Goldman Sachs Group
BlackRock
Envestnet Asset Management
Jane Street
Barclays
Wells Fargo & Company
CIBC World Markets
Citigroup
Jpmorgan Chase & Co
Parallax Volatility Advisers

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