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iShares Barclays 20+ Yr Treas.Bond shares owned by Summit Financial Wealth Advisors

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

Historical chart of Summit Financial Wealth Advisors 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 Summit Financial Wealth Advisors 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 Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $321k 3.5k 91.78
2023-12-31 $203k 2.1k 98.88

More positions owned by Summit Financial Wealth Advisors

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Scp Etf (IJR)
Alps Etf Tr Alerian Mlp (AMLP)
Valero Energy Corporation (VLO)
Garmin SHS (GRMN)
Raytheon Technologies Corp (RTX)
Qualcomm (QCOM)
3M Company (MMM)
Cummins (CMI)
Genuine Parts Company (GPC)

View all positions for Summit Financial Wealth Advisors

Top funds holding iShares Barclays 20+ Yr Treas.Bond

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

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