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

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $41M 419k 98.88
2023-09-30 $152M 1.7M 88.69
2023-06-30 $157M 1.5M 102.94
2023-03-31 $143M 1.3M 106.37
2022-12-31 $108M 1.1M 99.56
2022-09-30 $3.7M 36k 102.44
2022-06-30 $85k 739 115.02
2022-03-31 $212k 1.6k 131.92
2021-12-31 $152k 1.0k 147.72
2021-09-30 $275k 1.9k 144.28
2021-06-30 $298k 2.1k 144.24
2021-03-31 $597k 4.4k 135.37
2020-12-31 $819k 5.2k 157.77
2020-09-30 $475k 2.9k 163.40
2020-06-30 $1.5M 9.4k 163.61
2020-03-31 $1.5M 9.2k 167.21
2019-12-31 $1.1M 8.3k 137.01
2019-09-30 $596k 4.2k 143.06
2019-06-30 $27k 205 131.71
2019-03-31 $26k 206 126.21
2018-12-31 $25k 206 121.36
2018-09-30 $27k 231 116.88
2018-06-30 $26k 216 120.37
2018-03-31 $107k 876 122.15
2017-12-31 $55k 431 127.61
2017-09-30 $56k 445 125.84
2017-06-30 $38k 305 124.59
2016-12-31 $40k 336 119.05
2016-09-30 $4.0k 28 142.86
2016-03-31 $153k 1.2k 130.43
2015-12-31 $141k 1.2k 120.72
2015-09-30 $73k 588 124.15
2015-06-30 $18k 220 81.82
2015-03-31 $32M 244k 130.69
2014-12-31 $32M 254k 125.92
2013-09-30 $14k 135 103.70
2013-06-30 $60k 545 110.09
2013-03-31 $95k 810 117.28
2012-12-31 $3.1M 26k 121.17
2012-09-30 $3.5M 29k 120.97
2012-06-30 $2.2M 17k 125.82
2012-03-31 $1.5M 13k 112.17

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding iShares Barclays 20+ Yr Treas.Bond

Bank of America Corporation
UBS Group
Citadel Advisors
Citigroup
Jane Street
Goldman Sachs Group
TD Asset Management
Barclays
Jpmorgan Chase & Co
Wells Fargo & Company
Parallax Volatility Advisers
Wolverine Trading
Walleye Trading Advisors
Marshall Wace
Assetmark

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