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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
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

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Index Fds Extend Mkt Etf (VXF)
2023 Etf Series Trust Eagle Capital Se (EAGL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Global Tech Etf (IXN)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard World Health Car Etf (VHT)
Apple (AAPL)

View all positions for Summit Wealth Group

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