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iShares Barclays 20+ Yr Treas.Bond shares owned by ProVise Management Group

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

Historical chart of ProVise Management Group 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 ProVise Management Group 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 ProVise Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $435k 4.4k 98.88
2023-09-30 $454k 5.1k 88.69
2023-06-30 $1.0M 9.7k 102.94
2022-03-31 $2.3M 17k 132.07
2021-06-30 $1.2M 8.4k 144.36
2021-03-31 $1.3M 9.3k 135.45
2020-12-31 $1.7M 11k 157.71
2020-09-30 $604k 3.7k 163.20

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Vanguard Index Fds Mid Cap Etf (VO)
Philip Morris International (PM)

View all positions for ProVise Management Group

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
Old Mission Capital
Wolverine Trading
Envestnet Asset Management
Millennium Management
Wells Fargo & Company
Jpmorgan Chase & Co

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