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

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

Historical chart of Rooted 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 Rooted 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 Rooted Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$821k	9.2k	89.38
2025-06-30	$707k	8.2k	85.79
2025-03-31	$673k	7.3k	92.85
2024-12-31	$627k	7.3k	85.88
2024-09-30	$635k	6.7k	94.79
2024-06-30	$680k	7.3k	93.48
2024-03-31	$612k	6.6k	92.11
2023-12-31	$589k	6.2k	95.12
2023-03-31	$512k	4.9k	105.18
2022-12-31	$446k	4.5k	99.62

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Spdr Series Trust Prtflo S&p500 Gw (SPYG)

J P Morgan Exchange Traded F Equity Premium (JEPI)

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Vanguard Specialized Funds Div App Etf (VIG)

Vanguard Index Fds Mid Cap Etf (VO)

Fidelity Merrimack Str Tr Total Bd Etf (FBND)

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)

Select Sector Spdr Tr Sbi Cons Stpls (XLP)

Vanguard Whitehall Fds High Div Yld (VYM)

Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)

Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

View all positions for Rooted Wealth Advisors

Top funds holding iShares Barclays 20+ Yr Treas.Bond

Susquehanna International

Jane Street

Northwestern Mutual Wealth Management Company

Rafferty Asset Management

Envestnet Asset Management

Millennium Management

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

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