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iShares Barclays 20+ Yr Treas.Bond shares owned by Estate Planners Group

Quarter-by-quarter ownership of iShares Barclays 20+ Yr Treas.Bond (TLT) shares owned by Estate Planners Group from 13F filings

Historical chart of Estate Planners Group 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 Estate Planners Group 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 Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $38k 440 87.15

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding iShares Barclays 20+ Yr Treas.Bond

Susquehanna International
Jane Street
Citadel Advisors
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
Rafferty Asset Management
Barclays
BlackRock
UBS Group
Old Mission Capital
Jain Global
Peak6
Moore Capital Management
Wells Fargo & Company
LPL Financial

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