iShares Barclays 20+ Yr Treas.Bond shares owned by Smith & Howard Wealth Management
Quarter-by-quarter ownership of iShares Barclays 20+ Yr Treas.Bond (TLT) shares owned by Smith & Howard Wealth Management
from 13F filings
Historical chart of Smith & Howard Wealth Management investment in iShares Barclays 20+ Yr Treas.Bond
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All positions including iShares Barclays 20+ Yr Treas.Bond held by Smith & Howard 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 Smith & Howard Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 53k | 89.37 |
| 2025-06-30 | $2.8M | 32k | 88.25 |
| 2025-03-31 | $3.2M | 35k | 91.03 |
| 2024-12-31 | $2.6M | 30k | 87.33 |
| 2024-09-30 | $2.3M | 24k | 98.10 |
| 2024-06-30 | $2.5M | 27k | 91.78 |
| 2024-03-31 | $662k | 7.0k | 94.62 |
| 2023-09-30 | $1.2M | 13k | 88.69 |
| 2023-06-30 | $824k | 8.0k | 102.94 |
| 2023-03-31 | $213k | 2.0k | 106.37 |
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