Swan Wealth Advisors »

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

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

Historical chart of Swan 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 Swan Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Barclays 20+ Yr Treas.Bond by Swan Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 10k 98.10
2024-06-30 $945k 10k 91.78
2024-03-31 $975k 10k 94.62
2023-12-31 $1.0M 10k 98.88
2023-09-30 $455k 5.1k 88.69
2023-06-30 $496k 4.8k 103.24
2023-03-31 $496k 4.8k 103.33
2022-12-31 $496k 4.8k 103.33
2022-09-30 $441k 4.3k 102.56
2022-06-30 $1.4M 12k 114.88
2022-03-31 $1.5M 12k 132.09
2021-12-31 $1.7M 12k 148.17
2021-09-30 $2.7M 19k 144.30
2021-06-30 $2.7M 19k 144.09
2021-03-31 $2.5M 19k 135.43
2020-12-31 $2.7M 17k 157.76
2020-09-30 $2.8M 17k 163.28
2020-06-30 $2.9M 17k 163.91
2020-03-31 $3.2M 19k 164.95
2019-12-31 $2.8M 20k 135.47
2019-09-30 $2.9M 20k 142.71
2019-06-30 $2.7M 21k 132.91
2019-03-31 $2.5M 21k 121.94
2018-12-31 $2.5M 20k 121.03
2018-09-30 $2.4M 20k 117.59
2018-06-30 $2.5M 20k 122.12
2018-03-31 $2.5M 20k 121.33
2017-12-31 $1.6M 13k 126.67
2017-09-30 $4.6M 37k 124.47
2017-06-30 $4.6M 37k 125.12
2017-03-31 $3.5M 29k 120.38
2016-03-31 $3.7M 29k 129.69
2015-12-31 $444k 3.7k 120.00
2015-09-30 $457k 3.7k 123.51
2015-06-30 $437k 3.7k 118.11
2015-03-31 $439k 3.7k 118.65

More positions owned by Swan Wealth Advisors

Spdr S&p 500 Etf Tr SPY Put Put Option
Spdr S&p 500 Etf Tr Spy (SPY)
Ishares Tr Ivv (IVV)
Select Sector Spdr Tr XLK (XLK)
Pacer Fds Tr PSMJ (PSMJ)
Select Sector Spdr Tr XLF (XLF)
Listed Fd Tr Hegd (HEGD)
Pacer Fds Tr PSMD (PSMD)
Select Sector Spdr Tr XLV (XLV)
Pacer Fds Tr PSMR (PSMR)
Select Sector Spdr Tr Xly (XLY)
Select Sector Spdr Tr XLC (XLC)
Select Sector Spdr Tr Xli (XLI)
Pacer Fds Tr PSCW (PSCW)
Pacer Fds Tr PSCJ (PSCJ)

View all positions for Swan Wealth Advisors

Top funds holding iShares Barclays 20+ Yr Treas.Bond

Bank of America Corporation
Susquehanna International
Jane Street
Rafferty Asset Management
Northwestern Mutual Wealth Management Company
Citadel Advisors
Goldman Sachs Group
UBS Group
BlackRock
Citigroup
Envestnet Asset Management
Barclays
Bank Of Montreal
Wells Fargo & Company
Walleye Trading Advisors

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