iShares Barclays 20+ Yr Treas.Bond shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of iShares Barclays 20+ Yr Treas.Bond (TLT) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in iShares Barclays 20+ Yr Treas.Bond
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Quarterly reported holdings in iShares Barclays 20+ Yr Treas.Bond by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.8M | 70k | 98.10 |
| 2024-06-30 | $6.3M | 247k | 25.52 |
| 2024-03-31 | $6.7M | 70k | 94.82 |
| 2023-12-31 | $6.4M | 65k | 98.85 |
| 2023-09-30 | $5.4M | 61k | 88.60 |
| 2023-06-30 | $1.0M | 9.9k | 102.94 |
| 2023-03-31 | $1.0M | 9.5k | 110.56 |
| 2022-09-30 | $4.6M | 45k | 102.41 |
| 2022-06-30 | $4.6M | 40k | 114.85 |
| 2022-03-31 | $3.2M | 25k | 130.27 |
| 2021-12-31 | $2.3M | 16k | 148.00 |
| 2021-09-30 | $2.7M | 18k | 148.20 |
| 2021-06-30 | $1.0M | 7.1k | 144.27 |
| 2021-03-31 | $916k | 6.0k | 151.93 |
| 2020-12-31 | $916k | 6.0k | 151.93 |
| 2020-09-30 | $1.2M | 7.0k | 163.28 |
| 2020-06-30 | $1.0M | 6.3k | 163.88 |
| 2020-03-31 | $1.5M | 9.2k | 165.96 |
| 2019-12-31 | $1.1M | 8.4k | 135.48 |
| 2019-09-30 | $1.0M | 7.2k | 143.04 |
| 2019-06-30 | $630k | 4.7k | 132.88 |
| 2019-03-31 | $599k | 4.7k | 126.34 |
| 2018-12-31 | $3.3M | 27k | 121.47 |
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