iShares Barclays 20+ Yr Treas.Bond shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of iShares Barclays 20+ Yr Treas.Bond (TLT) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR 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 HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $412k | 4.6k | 89.55 |
| 2025-06-30 | $424k | 4.8k | 88.25 |
| 2025-03-31 | $433k | 4.8k | 91.03 |
| 2024-12-31 | $3.6M | 41k | 87.33 |
| 2024-09-30 | $4.6M | 47k | 98.10 |
| 2024-06-30 | $4.3M | 47k | 91.78 |
| 2024-03-31 | $4.4M | 46k | 94.62 |
| 2023-12-31 | $4.6M | 47k | 98.88 |
| 2023-09-30 | $5.1M | 58k | 88.69 |
| 2023-06-30 | $6.9M | 67k | 102.94 |
| 2023-03-31 | $7.2M | 68k | 106.37 |
| 2022-12-31 | $5.9M | 60k | 99.56 |
| 2022-09-30 | $6.9M | 67k | 102.45 |
| 2022-06-30 | $6.8M | 59k | 114.88 |
| 2022-03-31 | $7.2M | 54k | 132.09 |
| 2020-12-31 | $1.5M | 9.4k | 157.43 |
| 2020-09-30 | $16M | 97k | 162.68 |
| 2020-06-30 | $16M | 96k | 163.11 |
| 2020-03-31 | $30M | 183k | 164.76 |
| 2019-12-31 | $27M | 197k | 135.50 |
| 2019-09-30 | $27M | 192k | 142.64 |
| 2019-06-30 | $25M | 187k | 132.81 |
| 2019-03-31 | $22M | 171k | 125.95 |
| 2018-12-31 | $3.5M | 29k | 121.35 |
| 2018-09-30 | $245k | 2.1k | 114.27 |
| 2018-06-30 | $347k | 2.8k | 122.96 |
| 2018-03-31 | $439k | 3.5k | 124.01 |
| 2017-12-31 | $436k | 3.4k | 127.08 |
| 2017-09-30 | $301k | 2.5k | 122.86 |
| 2017-06-30 | $214k | 1.7k | 123.99 |
| 2017-03-31 | $213k | 1.8k | 120.27 |
| 2016-12-31 | $330k | 2.8k | 119.09 |
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