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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
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

More positions owned by Icon Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Microsoft Corp Stock (MSFT)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Eafe Growth Etf Etf (EFG)
Apple Stock (AAPL)
Ishares National Muni Bond Etf Etf (MUB)
Amazon Stock (AMZN)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Exxon Mobil Corp Stock (XOM)
Chevron Corp Stock (CVX)

View all positions for Icon Wealth Advisors

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