iShares Barclays 20+ Yr Treas.Bond shares owned by Source Financial Advisors
Quarter-by-quarter ownership of iShares Barclays 20+ Yr Treas.Bond (TLT) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in iShares Barclays 20+ Yr Treas.Bond
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Quarterly reported holdings in iShares Barclays 20+ Yr Treas.Bond by Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $340k | 3.6k | 94.62 |
| 2023-12-31 | $302k | 3.1k | 98.87 |
| 2023-09-30 | $243k | 2.7k | 88.69 |
| 2023-06-30 | $978k | 9.5k | 102.94 |
| 2023-03-31 | $1.0M | 9.6k | 106.37 |
| 2022-12-31 | $1.6M | 16k | 99.56 |
| 2022-09-30 | $2.3M | 22k | 102.44 |
| 2022-06-30 | $804k | 7.0k | 114.87 |
| 2022-03-31 | $4.7M | 36k | 132.09 |
| 2021-12-31 | $5.8M | 39k | 148.19 |
| 2021-09-30 | $5.9M | 41k | 144.33 |
| 2021-06-30 | $5.8M | 40k | 144.36 |
| 2021-03-31 | $3.5M | 26k | 135.44 |
| 2020-12-31 | $3.4M | 21k | 157.73 |
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