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Pacific Capital Wealth Advisors »

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

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

Historical chart of Pacific Capital 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 Pacific Capital 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 Pacific Capital Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$3.9k	39	98.87
2020-09-30	$373k	2.3k	163.31
2020-03-31	$350k	2.1k	165.09
2019-12-31	$1.9M	14k	135.44

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Schwab Strategic Tr Us Tips Etf (SCHP)

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Ishares Tr Russell 2000 Etf (IWM)

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Apple (AAPL)

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View all positions for Pacific Capital Wealth Advisors

Top funds holding iShares Barclays 20+ Yr Treas.Bond

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Marshall Wace

Assetmark

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

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