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iShares Barclays 20+ Yr Treas.Bond shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter-by-quarter ownership of iShares Barclays 20+ Yr Treas.Bond (TLT) shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY from 13F filings

Historical chart of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY 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 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY 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 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter filed Position value Share count Share price at filing
2025-09-30 $785k 8.8k 88.97
2025-06-30 $562k 6.4k 87.26
2025-03-31 $312k 3.4k 91.03

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Ishares Tr Russell 2000 Etf (IWM)
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Crowdstrike Hldgs Cl A (CRWD)
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Apple (AAPL)
Microsoft Corporation (MSFT)
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Quanta Services (PWR)
Emerson Electric (EMR)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

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
Bank Of Montreal
Old Mission Capital
Morgan Stanley
Wolverine Trading
Envestnet Asset Management
Millennium Management

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