iShares Barclays 20+ Yr Treas.Bond shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of iShares Barclays 20+ Yr Treas.Bond (TLT) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in iShares Barclays 20+ Yr Treas.Bond
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All positions including iShares Barclays 20+ Yr Treas.Bond held by EverSource 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 EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 13k | 89.37 |
| 2025-06-30 | $789k | 8.9k | 88.25 |
| 2025-03-31 | $246k | 2.7k | 91.95 |
| 2024-12-31 | $4.4M | 50k | 87.53 |
| 2024-09-30 | $280k | 2.9k | 98.24 |
| 2024-06-30 | $437k | 4.6k | 94.82 |
| 2024-03-31 | $163k | 1.8k | 88.30 |
| 2023-12-31 | $322k | 3.3k | 99.12 |
| 2023-09-30 | $270k | 3.1k | 88.38 |
| 2023-06-30 | $68k | 664 | 103.05 |
| 2023-03-31 | $46k | 436 | 106.52 |
| 2022-12-31 | $40k | 514 | 78.00 |
| 2022-09-30 | $147k | 1.5k | 101.08 |
| 2022-06-30 | $31k | 269 | 113.64 |
| 2022-03-31 | $46k | 353 | 131.39 |
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