iShares Barclays 20+ Yr Treas.Bond shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares Barclays 20+ Yr Treas.Bond (TLT) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in iShares Barclays 20+ Yr Treas.Bond
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Quarterly reported holdings in iShares Barclays 20+ Yr Treas.Bond by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $599k | 6.8k | 88.25 |
| 2025-03-31 | $545k | 6.0k | 91.03 |
| 2024-12-31 | $934k | 11k | 87.33 |
| 2024-09-30 | $1.1M | 11k | 98.10 |
| 2024-06-30 | $583k | 6.4k | 91.78 |
| 2024-03-31 | $765k | 8.1k | 94.62 |
| 2023-12-31 | $2.5M | 25k | 98.88 |
| 2023-09-30 | $12M | 139k | 88.69 |
| 2023-06-30 | $16M | 171k | 91.55 |
| 2023-03-31 | $3.3M | 42k | 78.36 |
| 2022-12-31 | $169M | 1.7M | 99.56 |
| 2022-03-31 | $103k | 777 | 132.56 |
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