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iShares Barclays 20+ Yr Treas.Bond shares owned by SWMG

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

Historical chart of SWMG 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 SWMG 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 SWMG

Quarter filed Position value Share count Share price at filing
2024-09-30 $837k 9.3k 89.80
2024-06-30 $1.2M 13k 91.78
2024-03-31 $1.3M 14k 94.62
2023-12-31 $1.8M 18k 98.88
2023-09-30 $1.5M 16k 88.69
2023-06-30 $290k 2.8k 102.94
2022-03-31 $395k 3.0k 132.11
2021-12-31 $759k 5.1k 148.13
2021-09-30 $418k 2.9k 144.34

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Short (SPSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Core Msci Emkt (IEMG)
Ishares Msci Emrg Chn (EMXC)

View all positions for SWMG

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