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

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 22k 98.10
2024-06-30 $3.0M 33k 91.78
2024-03-31 $2.5M 27k 94.62
2023-12-31 $2.7M 27k 98.88
2023-09-30 $1.4M 16k 88.69

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American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
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Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
First Tr Exchange-traded A Sml Cap Val Alph (FYT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
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View all positions for Simplicity Wealth

Top funds holding iShares Barclays 20+ Yr Treas.Bond

Bank of America Corporation
Susquehanna International
Morgan Stanley
Northwestern Mutual Wealth Management Company
Citadel Advisors
Goldman Sachs Group
BlackRock
Envestnet Asset Management
Jane Street
Barclays
Wells Fargo & Company
CIBC World Markets
Citigroup
TD Asset Management
Jpmorgan Chase & Co

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