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

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

Historical chart of Copia 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 Copia 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 Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $115k 1.3k 89.37
2025-06-30 $113k 1.3k 88.25
2025-03-31 $76k 830 91.03
2024-12-31 $2.4k 27 87.33

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Us Treasury 6 Month Bill Etf Etf (XBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
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Vanguard Russell 2000 Etf Etf (VTWO)
Eldridge Aaa Clo Etf Etf (CLOX)
Simplify Health Care Etf Etf (PINK)
Pacer Us Small Cap Cash Cows Etf Etf (CALF)

View all positions for Copia 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