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iShares Barclays 20+ Yr Treas.Bond shares owned by Shira Ridge Wealth Management

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

Historical chart of Shira Ridge Wealth Management 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 Shira Ridge Wealth Management 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 Shira Ridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.5M 18k 87.33
2024-09-30 $1.7M 17k 98.10
2024-06-30 $265k 2.9k 91.78

More positions owned by Shira Ridge Wealth Management

Ishares Tr Msci Usa Esg Slc (SUSA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Global Tech Etf (IXN)
Legg Mason Etf Invt Clearbridge Di (YLDE)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr Esg Scrd S&p Mid (XJH)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Shira Ridge Wealth Management

Top funds holding iShares Barclays 20+ Yr Treas.Bond

Bank of America Corporation
Susquehanna International
Jane Street
Rafferty Asset Management
Northwestern Mutual Wealth Management Company
Citadel Advisors
Goldman Sachs Group
UBS Group
BlackRock
Citigroup
Envestnet Asset Management
Barclays
Bank Of Montreal
Wells Fargo & Company
Walleye Trading Advisors

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