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

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

Historical chart of LPF 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 LPF 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 LPF Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.1M 72k 98.10
2024-06-30 $6.2M 67k 91.78
2024-03-31 $6.1M 65k 94.62
2023-12-31 $5.0M 50k 98.88

More positions owned by LPF Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)

View all positions for LPF Advisors

Top funds holding iShares Barclays 20+ Yr Treas.Bond

Bank of America Corporation
Susquehanna International
Jane Street
Rafferty Asset Management
Morgan Stanley
Northwestern Mutual Wealth Management Company
Citadel Advisors
BlackRock
Goldman Sachs Group
BlackRock
Citigroup
Envestnet Asset Management
Barclays
CIBC World Markets
Wells Fargo & Company

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