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

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

Historical chart of Core Wealth Partners 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 Partners 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 Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $615k 6.9k 89.38
2025-06-30 $515k 5.8k 88.25
2025-03-31 $413k 4.5k 91.04
2024-12-31 $506k 5.8k 87.33
2024-09-30 $388k 4.0k 98.10