iShares Barclays 20+ Yr Treas.Bond shares owned by TruWealth Advisors
Quarter-by-quarter ownership of iShares Barclays 20+ Yr Treas.Bond (TLT) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in iShares Barclays 20+ Yr Treas.Bond
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Quarterly reported holdings in iShares Barclays 20+ Yr Treas.Bond by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $208k | 2.3k | 89.36 |
| 2025-06-30 | $389k | 4.4k | 88.25 |
| 2025-03-31 | $253k | 2.8k | 91.04 |
| 2024-12-31 | $387k | 4.4k | 87.33 |
| 2024-06-30 | $499k | 5.4k | 91.78 |
| 2024-03-31 | $984k | 10k | 94.62 |
| 2023-12-31 | $682k | 6.9k | 98.88 |
| 2023-06-30 | $462k | 4.5k | 102.94 |
| 2022-06-30 | $267k | 2.3k | 114.99 |
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