iShares Barclays 20+ Yr Treas.Bond shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of iShares Barclays 20+ Yr Treas.Bond (TLT) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in iShares Barclays 20+ Yr Treas.Bond
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Quarterly reported holdings in iShares Barclays 20+ Yr Treas.Bond by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $405k | 4.5k | 89.37 |
| 2025-06-30 | $167k | 1.9k | 88.25 |
| 2025-03-31 | $86k | 943 | 91.03 |
| 2024-12-31 | $34k | 388 | 87.33 |
| 2024-09-30 | $102k | 1.0k | 98.15 |
| 2024-06-30 | $97k | 1.1k | 91.77 |
| 2024-03-31 | $80k | 849 | 94.62 |
| 2023-12-31 | $152k | 1.5k | 98.88 |
| 2023-09-30 | $46k | 519 | 88.62 |
| 2023-06-30 | $14k | 134 | 102.94 |
| 2021-12-31 | $10k | 67 | 149.25 |
| 2021-09-30 | $10k | 67 | 149.25 |
| 2020-09-30 | $11k | 67 | 164.18 |
| 2020-06-30 | $7.0k | 41 | 170.73 |
| 2019-06-30 | $133k | 1.0k | 133.00 |
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