Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Merkkuri Wealth Advisors »

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

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

Historical chart of Merkkuri 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 Merkkuri Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShares Barclays 20+ Yr Treas.Bond by Merkkuri Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$275k	2.8k	98.13
2024-06-30	$264k	2.9k	91.82

More positions owned by Merkkuri Wealth Advisors

Schwab Us Dividend Equity Etf Equities (SCHD)

Spdr Portfolio S&p 500 Etf Equities (SPLG)

Spdr S&p500 Etf Trust Trust Unit Depositary Receipt Equities (SPY)

Ishares Trust Core Msci Eafe Etf Equities (IEFA)

Invesco Qqq Tr Unit Ser 1 Equities (QQQ)

Fidelity Total Bond Etf Equities (FBND)

Ishares Core S&p Us Growth Etf Equities (IUSG)

Ishares Core S&p 500 Etf Equities (IVV)

Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Equities (RSP)

J P Morgan Exchange Traded Fd Equity Premium Equities (JEPI)

Nvidia Corporation Equities (NVDA)

Ishares Core Us Aggregate Bond Etf Equities (AGG)

Ishares Core S&p Mid-cap Etf Equities (IJH)

Ishares Tr Core Total Usd Equities (IUSB)

Ishares Core Msci Emerging Markets Etf Equities (IEMG)

View all positions for Merkkuri Wealth Advisors

Top funds holding iShares Barclays 20+ Yr Treas.Bond

Bank of America Corporation

Susquehanna International

Morgan Stanley

Northwestern Mutual Wealth Management Company

Citadel Advisors

Goldman Sachs Group

BlackRock

Envestnet Asset Management

Jane Street

Barclays

Wells Fargo & Company

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z