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

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

Historical chart of Icon 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 Icon 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 Icon Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-06-30	$829k	9.4k	88.25
2025-03-31	$114k	1.3k	91.04
2024-12-31	$5.5M	63k	87.33
2024-09-30	$5.6M	57k	98.10
2024-03-31	$7.3M	77k	94.62
2023-12-31	$8.9M	90k	98.88
2022-12-31	$2.8M	28k	99.56
2022-09-30	$3.2M	31k	102.45

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Microsoft Corp Stock (MSFT)

Accenture Plc Ireland Shs Class A Stock (ACN)

Ishares Core Total Usd Bond Market Etf Etf (IUSB)

Ishares Msci Eafe Value Etf Etf (EFV)

Ishares Msci Usa Quality Factor Etf Etf (QUAL)

Ishares S&p 500 Value Etf Etf (IVE)

Ishares Core Msci Emerging Markets Etf Etf (IEMG)

Ishares S&p 100 Etf Etf (OEF)

Nvidia Corporation Stock (NVDA)

Apple Stock (AAPL)

Ishares 10-20 Year Treasury Bond Etf Etf (TLH)

Ishares National Muni Bond Etf Etf (MUB)

View all positions for Icon Wealth Advisors

Top funds holding iShares Barclays 20+ Yr Treas.Bond

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

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