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iShares Barclays 20+ Yr Treas.Bond shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of iShares Barclays 20+ Yr Treas.Bond (TLT) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood 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 Kingswood 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 Kingswood Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$2.2M	24k	89.37
2025-06-30	$2.1M	24k	88.25
2025-03-31	$3.4M	37k	91.04
2024-12-31	$1.0M	12k	87.33
2024-09-30	$3.6M	37k	98.10
2024-06-30	$1.7M	19k	91.78
2024-03-31	$289k	3.1k	94.63
2023-12-31	$399k	4.0k	98.89
2023-09-30	$229k	2.6k	88.70

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View all positions for Kingswood Wealth Advisors

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