iShares Barclays 20+ Yr Treas.Bond shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of iShares Barclays 20+ Yr Treas.Bond (TLT) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in iShares Barclays 20+ Yr Treas.Bond
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Quarterly reported holdings in iShares Barclays 20+ Yr Treas.Bond by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.6M | 85k | 89.37 |
| 2025-06-30 | $9.6M | 109k | 88.25 |
| 2025-03-31 | $11M | 120k | 91.03 |
| 2024-12-31 | $11M | 122k | 87.33 |
| 2017-03-31 | $221k | 1.8k | 120.63 |
| 2016-12-31 | $271k | 2.3k | 119.12 |
| 2016-09-30 | $3.3M | 24k | 137.53 |
| 2016-06-30 | $3.7M | 27k | 138.89 |
| 2016-03-31 | $3.5M | 27k | 130.60 |
| 2014-12-31 | $931k | 7.4k | 125.95 |
| 2014-09-30 | $310k | 2.7k | 116.10 |
| 2014-06-30 | $303k | 2.7k | 113.48 |
| 2014-03-31 | $291k | 2.7k | 108.99 |
| 2013-12-31 | $272k | 2.7k | 101.87 |
| 2013-09-30 | $284k | 2.7k | 106.37 |
| 2013-06-30 | $596k | 5.4k | 110.49 |
| 2013-03-31 | $635k | 5.4k | 117.72 |
| 2012-12-31 | $654k | 5.4k | 121.25 |
| 2012-09-30 | $1.5M | 12k | 124.22 |
| 2012-06-30 | $1.6M | 13k | 125.23 |
| 2011-12-31 | $1.6M | 13k | 121.27 |
| 2011-09-30 | $1.3M | 11k | 120.76 |
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