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iShares Barclays 20+ Yr Treas.Bond shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $18M 213k 86.42
2026-03-31 $819k 9.5k 86.69
2025-12-31 $817k 9.4k 87.16
2025-09-30 $25k 282 89.45
2024-12-31 $245k 2.8k 87.33

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Sontag Advisory

Top funds holding iShares Barclays 20+ Yr Treas.Bond

Jane Street
Susquehanna International
Bank of America Corporation
Citadel Advisors
Northwestern Mutual Wealth Management Company
BlackRock
Old Mission Capital
Bank Of Montreal
Barclays
Goldman Sachs Group
Citigroup
UBS Group
Rafferty Asset Management
Moore Capital Management
Peak6

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