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iShares Barclays 20+ Yr Treas.Bond shares owned by Ibex Wealth Advisors

Quarter-by-quarter ownership of iShares Barclays 20+ Yr Treas.Bond (TLT) shares owned by Ibex Wealth Advisors from 13F filings

Historical chart of Ibex Wealth Advisors 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 Ibex 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 Ibex Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $960k 11k 89.37
2025-06-30 $1.0M 11k 88.25
2025-03-31 $1.0M 11k 91.03
2024-12-31 $990k 11k 87.33
2019-06-30 $89k 673 132.24

More positions owned by Ibex Wealth Advisors

Nvidia Corp Common Stock (NVDA)
Broadcom Common Stock (AVGO)
Palantir Technologies Common Stock (PLTR)
Microsoft Corp Common Stock (MSFT)
Applovin Corp Common Stock (APP)
Apple Common Stock (AAPL)
Williams Cos Common Stock (WMB)
Amazon Common Stock (AMZN)
Jackson Financial Common Stock (JXN)
At&t Common Stock (T)
Meta Platforms Common Stock (META)
U S Treasury MF Closed and MF Open (TBIL)
Vertiv Holdings Common Stock (VRT)
Alphabet Common Stock (GOOGL)
Abbvie Common Stock (ABBV)

View all positions for Ibex Wealth Advisors

Top funds holding iShares Barclays 20+ Yr Treas.Bond

Susquehanna International
Jane Street
Northwestern Mutual Wealth Management Company
Rafferty Asset Management
Citadel Advisors
Goldman Sachs Group
Barclays
UBS Group
BlackRock
Bank Of Montreal
Old Mission Capital
Morgan Stanley
Wolverine Trading
Envestnet Asset Management
Millennium Management

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