Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Summit Financial Wealth Advisors »

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

Download as csv

Download as Excel

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
2025-09-30	$519k	5.8k	89.29
2025-03-31	$319k	3.5k	91.03
2024-12-31	$309k	3.5k	88.16
2024-09-30	$343k	3.5k	98.10
2024-06-30	$321k	3.5k	91.78
2023-12-31	$203k	2.1k	98.88

More positions owned by Summit Financial Wealth Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)

Vanguard Index Fds Growth Etf (VUG)

Vanguard Whitehall Fds Intl High Etf (VYMI)

Spdr Series Trust Portfolio Crport (SPBO)

Proshares Tr S&p 500 Dv Arist (NOBL)

Ishares Tr Pfd And Incm Sec (PFF)

Pimco Etf Tr Ultra Short Govt (BILZ)

First Tr Exchange-traded First Tr Enh New (FTSM)

Ishares Tr Core S&p Scp Etf (IJR)

Raytheon Technologies Corp (RTX)

Vanguard Index Fds Total Stk Mkt (VTI)

Alps Etf Tr Alerian Mlp (AMLP)

3M Company (MMM)

Valero Energy Corporation (VLO)

Cummins (CMI)

View all positions for Summit Financial Wealth Advisors

Top funds holding iShares Barclays 20+ Yr Treas.Bond

Susquehanna International

Jane Street

Northwestern Mutual Wealth Management Company

Rafferty Asset Management

Envestnet Asset Management

Millennium Management

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z