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

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

Historical chart of Navis 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 Navis Wealth 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 Navis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $299k 3.3k 89.37
2025-06-30 $472k 5.3k 88.25
2025-03-31 $487k 5.3k 91.03

More positions owned by Navis Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Zscaler Incorporated (ZS)
NVIDIA Corporation (NVDA)
Kla Corp Com New (KLAC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Proshares Tr S&p 500 Dv Arist (NOBL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Goldman Sachs (GS)
Amazon (AMZN)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Navis Wealth Advisors

Top funds holding iShares Barclays 20+ Yr Treas.Bond

Susquehanna International
Jane Street
Northwestern Mutual Wealth Management Company
Rafferty Asset Management
Citadel Advisors
Goldman Sachs Group
Barclays
UBS Group
BlackRock
Bank Of Montreal
Old Mission Capital
Morgan Stanley
Wolverine Trading
Envestnet Asset Management
Millennium Management

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