iShares Barclays 20+ Yr Treas.Bond shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of iShares Barclays 20+ Yr Treas.Bond (TLT) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Barclays 20+ Yr Treas.Bond by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 35k | 89.37 |
| 2025-06-30 | $3.2M | 36k | 88.25 |
| 2025-03-31 | $3.6M | 40k | 91.03 |
| 2024-12-31 | $9.2M | 105k | 87.33 |
| 2024-09-30 | $6.8M | 69k | 98.10 |
| 2024-06-30 | $6.9M | 75k | 91.78 |
| 2024-03-31 | $17M | 177k | 94.62 |
| 2023-09-30 | $13M | 149k | 88.69 |
| 2023-06-30 | $4.9M | 48k | 102.94 |
| 2023-03-31 | $7.5M | 70k | 106.37 |
| 2022-12-31 | $3.6M | 36k | 99.55 |
| 2022-09-30 | $4.0M | 39k | 102.44 |
| 2022-06-30 | $6.1M | 53k | 114.88 |
| 2022-03-31 | $7.6M | 58k | 132.08 |
| 2021-12-31 | $22M | 150k | 148.19 |
| 2021-09-30 | $1.1M | 7.3k | 144.32 |
| 2021-06-30 | $606k | 4.2k | 144.32 |
| 2021-03-31 | $438k | 3.2k | 135.44 |
| 2020-12-31 | $661k | 4.2k | 157.79 |
| 2020-09-30 | $3.5M | 21k | 163.25 |
| 2020-06-30 | $22M | 135k | 163.93 |
| 2020-03-31 | $17M | 104k | 164.97 |
| 2019-12-31 | $828k | 6.1k | 135.45 |
| 2019-09-30 | $24M | 166k | 143.08 |
| 2019-06-30 | $13M | 99k | 126.51 |
| 2019-03-31 | $274k | 2.2k | 126.27 |
| 2018-12-31 | $5.1M | 42k | 121.50 |
| 2018-06-30 | $460k | 3.8k | 121.34 |
| 2018-03-31 | $229k | 1.9k | 122.00 |
| 2017-12-31 | $216k | 1.7k | 125.44 |
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