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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
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

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Msci Usa Value (VLUE)
Apple (AAPL)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard World Fds Health Car Etf (VHT)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Esg Awre Usd Etf (SUSC)
Vanguard Scottsdale Fds Long Term Treas (VGLT)

View all positions for Summit Wealth Group

Top funds holding iShares Barclays 20+ Yr Treas.Bond

Bank of America Corporation
UBS Group
Citadel Advisors
Citigroup
Jane Street
Goldman Sachs Group
TD Asset Management
Barclays
Jpmorgan Chase & Co
Wells Fargo & Company
Parallax Volatility Advisers
Wolverine Trading
Walleye Trading Advisors
Marshall Wace
Assetmark

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