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

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

Historical chart of SlateStone 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 SlateStone 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 SlateStone Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $14M 157k 91.78
2024-03-31 $14M 152k 94.62
2023-12-31 $15M 148k 98.88
2023-09-30 $13M 147k 88.69
2023-06-30 $13M 128k 102.94
2023-03-31 $3.8M 36k 106.38
2022-12-31 $1.7M 17k 99.56
2022-09-30 $1.5M 15k 102.42
2022-06-30 $762k 6.6k 114.93
2020-03-31 $273k 1.7k 165.71

More positions owned by SlateStone Wealth

SPDR S&P 500 ETF Tr Etf (SPY)
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Invesco QQQ Ser 1 Etf (QQQ)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Inc Class A cs (GOOGL)
iShares Russell 1000 Growth ET Etf (IWF)
iShares USA Quality Fctr Etf (QUAL)
Pepsi (PEP)
Amazon (AMZN)
iShares 20 Yr Tr Bond ETF Etf (TLT)
Vanguard High Div Yield Etf (VYM)
Vanguard Value ETF Etf (VTV)
SPDR S&P Mid Cap 400 ETF Etf (MDY)
First Trust ETF TCW Unconstrai Etf (UCON)

View all positions for SlateStone 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
Jpmorgan Chase & Co
Parallax Volatility Advisers

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