iShares Barclays 20+ Yr Treas.Bond shares owned by Fermata Advisors
Quarter-by-quarter ownership of iShares Barclays 20+ Yr Treas.Bond (TLT) shares owned by Fermata Advisors
from 13F filings
Historical chart of Fermata Advisors investment in iShares Barclays 20+ Yr Treas.Bond
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All positions including iShares Barclays 20+ Yr Treas.Bond held by Fermata Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Barclays 20+ Yr Treas.Bond by Fermata Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.7M | 75k | 89.37 |
| 2025-06-30 | $6.4M | 73k | 88.25 |
| 2025-03-31 | $6.3M | 69k | 91.03 |
| 2024-12-31 | $5.9M | 68k | 87.33 |
| 2024-09-30 | $7.4M | 76k | 98.10 |
| 2024-06-30 | $6.5M | 70k | 91.78 |
| 2024-03-31 | $7.1M | 75k | 94.62 |
| 2023-12-31 | $12M | 121k | 98.88 |
| 2023-09-30 | $8.4M | 95k | 88.70 |
| 2023-06-30 | $3.8M | 37k | 102.96 |
| 2023-03-31 | $1.5M | 14k | 106.36 |
| 2022-12-31 | $2.6M | 26k | 99.59 |
| 2022-09-30 | $2.4M | 24k | 102.47 |
| 2022-06-30 | $1.9M | 17k | 114.87 |
| 2022-03-31 | $620k | 4.7k | 132.06 |
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