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iShares Barclays 20+ Yr Treas.Bond shares owned by Forbes Financial Planning

Quarter-by-quarter ownership of iShares Barclays 20+ Yr Treas.Bond (TLT) shares owned by Forbes Financial Planning from 13F filings

Historical chart of Forbes Financial Planning 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 Forbes Financial Planning 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 Forbes Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $612k 6.2k 98.10
2024-06-30 $456k 5.0k 91.78
2024-03-31 $298k 3.2k 94.62

More positions owned by Forbes Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Fidelity Covington Trust Vlu Factor Etf (FVAL)
Spdr Ser Tr S&p Divid Etf (SDY)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Forbes Financial Planning

Top funds holding iShares Barclays 20+ Yr Treas.Bond

Bank of America Corporation
Susquehanna International
Jane Street
Rafferty Asset Management
Morgan Stanley
Northwestern Mutual Wealth Management Company
Citadel Advisors
BlackRock
Goldman Sachs Group
BlackRock
Citigroup
Envestnet Asset Management
Barclays
CIBC World Markets
Wells Fargo & Company

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