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iShares Barclays 20+ Yr Treas.Bond shares owned by Theory Financial

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

Historical chart of Theory Financial 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 Theory Financial 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 Theory Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 12k 92.45
2024-06-30 $1.3M 14k 91.78
2024-03-31 $637k 6.7k 94.62
2023-12-31 $462k 4.7k 98.88
2023-09-30 $543k 6.1k 88.69

More positions owned by Theory Financial

Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard World Financials Etf (VFH)
Select Sector Spdr Tr Communication (XLC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Ishares Tr Core Total Usd (IUSB)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Vanguard World Inf Tech Etf (VGT)
Schwab Strategic Tr Us Tips Etf (SCHP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Select Sector Spdr Tr Sbi Int-utils (XLU)

View all positions for Theory Financial

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