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
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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
Download as csv Download as ExcelQuarterly reported holdings in iShares Barclays 20+ Yr Treas.Bond by Rooted Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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