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Summit Wealth Group »

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

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

Historical chart of Summit Wealth Group 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 Wealth Group 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 Wealth Group

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$738k	8.3k	89.36
2025-06-30	$735k	8.3k	88.26
2025-03-31	$3.6M	40k	91.04
2024-12-31	$4.1M	47k	87.33
2024-09-30	$4.3M	44k	98.09
2024-06-30	$3.6M	39k	91.79
2023-06-30	$2.0M	20k	102.93
2023-03-31	$20k	2.1M	0.01
2021-09-30	$206k	1.4k	144.66
2020-12-31	$1.4M	8.9k	157.73

More positions owned by Summit Wealth Group

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Ishares Tr Ishs 5-10yr Invt (IGIB)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Vanguard Index Fds Extend Mkt Etf (VXF)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Ishares Tr Msci Usa Mmentm (MTUM)

Ishares Tr Broad Usd High (USHY)

Dimensional Etf Trust Us Mktwide Value (DFUV)

2023 Etf Series Trust Eagle Capital Se (EAGL)

Dimensional Etf Trust Us Small Cap Etf (DFAS)

Ishares Tr Global Tech Etf (IXN)

Ishares Tr Ultra Short Dur (ICSH)

Ishares Tr National Mun Etf (MUB)

View all positions for Summit Wealth Group

Top funds holding iShares Barclays 20+ Yr Treas.Bond

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

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