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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

201820192020202120222023202402M4M6M8M10M050k100k
Value ($)Share countHistorical TLT position of Icon Wealth Partners Source: stockzoa.comValue ($)Share count

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All positions including iShares Barclays 20+ Yr Treas.Bond held by Icon Wealth Partners 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 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