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

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

Historical chart of Core Wealth 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 Core Wealth 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 Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $18k 201 88.69
2023-06-30 $16k 156 102.94
2023-03-31 $6.0k 56 106.38

More positions owned by Core Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Diversifid Crp (KORP)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Caterpillar (CAT)
UnitedHealth (UNH)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Merck & Co (MRK)

View all positions for Core Wealth Advisors

Top funds holding iShares Barclays 20+ Yr Treas.Bond

Bank of America Corporation
UBS Group
Citadel Advisors
Citigroup
Jane Street
Goldman Sachs Group
TD Asset Management
Barclays
Jpmorgan Chase & Co
Wells Fargo & Company
Parallax Volatility Advisers
Wolverine Trading
Walleye Trading Advisors
Marshall Wace
Assetmark

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