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Modern Wealth Management »

iShares Barclays 20+ Yr Treas.Bond shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management 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 Modern Wealth Management 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 Modern Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$2.6M	30k	89.37
2025-06-30	$4.7M	54k	88.25
2025-03-31	$4.7M	52k	91.03
2024-12-31	$6.4M	73k	87.34
2024-09-30	$3.8M	39k	98.10
2024-06-30	$2.6M	29k	91.78
2024-03-31	$1.8M	19k	94.62

More positions owned by Modern Wealth Management

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Spdr Series Trust Portfoli S&p1500 (SPTM)

Ishares Tr S&p 500 Grwt Etf (IVW)

Microsoft Corporation (MSFT)

Fidelity Merrimack Str Tr Total Bd Etf (FBND)

Ishares Tr Msci Usa Qlt Fct (QUAL)

Vanguard Index Fds Total Stk Mkt (VTI)

Ishares Tr Core S&p500 Etf (IVV)

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

Janus Detroit Str Tr Henderson Mtg (JMBS)

Victory Portfolios Ii Shares Free Cash (VFLO)

Spdr Series Trust Portfolio S&p500 (SPLG)

Ishares Tr 0-5 Yr Tips Etf (STIP)

American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Modern Wealth Management

Top funds holding iShares Barclays 20+ Yr Treas.Bond

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Envestnet Asset Management

Millennium Management

Wells Fargo & Company

Jpmorgan Chase & Co

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

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