iShares Barclays 20+ Yr Treas.Bond shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of iShares Barclays 20+ Yr Treas.Bond (TLT) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in iShares Barclays 20+ Yr Treas.Bond
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Quarterly reported holdings in iShares Barclays 20+ Yr Treas.Bond by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $9.5M | 107k | 88.69 |
| 2023-06-30 | $2.9M | 28k | 102.94 |
| 2023-03-31 | $3.4M | 32k | 106.37 |
| 2022-06-30 | $2.1M | 18k | 114.89 |
| 2022-03-31 | $2.4M | 18k | 132.07 |
| 2021-12-31 | $2.3M | 16k | 148.21 |
| 2021-09-30 | $2.3M | 16k | 144.30 |
| 2021-06-30 | $964k | 6.7k | 144.42 |
| 2021-03-31 | $915k | 6.8k | 135.44 |
| 2020-12-31 | $2.4M | 15k | 157.70 |
| 2020-09-30 | $3.4M | 21k | 163.25 |
| 2020-06-30 | $3.4M | 21k | 163.91 |
| 2020-03-31 | $1.7M | 10k | 164.94 |
| 2019-12-31 | $3.1M | 23k | 135.49 |
| 2019-09-30 | $3.2M | 23k | 143.07 |
| 2018-06-30 | $890k | 7.3k | 121.68 |
| 2018-03-31 | $335k | 2.7k | 122.00 |
| 2017-12-31 | $278k | 2.2k | 126.94 |
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