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Lee Financial »

iShares Barclays 20+ Yr Treas.Bond shares owned by Lee Financial

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

Historical chart of Lee Financial investment in iShares Barclays 20+ Yr Treas.Bond

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Quarterly reported holdings in iShares Barclays 20+ Yr Treas.Bond by Lee Financial

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$50k	505	98.88
2022-09-30	$370k	3.6k	102.44
2022-06-30	$746k	6.5k	114.80
2022-03-31	$6.5M	49k	132.09
2021-12-31	$8.4M	57k	148.19
2021-09-30	$9.1M	63k	144.32
2021-06-30	$9.1M	63k	144.35
2021-03-31	$7.5M	55k	135.45
2020-12-31	$7.2M	46k	157.73
2020-09-30	$7.4M	45k	163.25
2020-06-30	$5.1M	31k	163.92
2020-03-31	$12k	75	160.00
2019-12-31	$10k	75	133.33

More positions owned by Lee Financial

Ishares Tr Core S&p500 Etf (IVV)

Ishares Tr Core S&p Mcp Etf (IJH)

Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)

Berkshire Hathaway Inc Del Cl B New (BRK.B)

First Tr Exchange-traded No Amer Energy (EMLP)

Ishares Tr Short Treas Bd (SHV)

Ishares Tr S&p 500 Grwt Etf (IVW)

Spdr Gold Tr Gold Shs (GLD)

Select Sector Spdr Tr Energy (XLE)

Apple (AAPL)

Ishares Tr Core S&p Scp Etf (IJR)

Ishares Tr Select Divid Etf (DVY)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)

Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Lee Financial

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View all funds holding iShares Barclays 20+ Yr Treas.Bond

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