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iShares Barclays 20+ Yr Treas.Bond shares owned by Upper Left Wealth Management

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

Historical chart of Upper Left Wealth Management 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 Upper Left Wealth Management 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 Upper Left Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $3.8M 49k 77.78

More positions owned by Upper Left Wealth Management

Spdr Series Trust St Str P500etf (SPYM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Us Tips Etf (SCHP)
Im Global Partner Funds Imgp Dbi Man Etf (DBMF)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
World Gold Tr Spdr Gld Minis (GLDM)
Simplify Exchange Traded Fun Managed Futures (CTA)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

View all positions for Upper Left Wealth Management

Top funds holding iShares Barclays 20+ Yr Treas.Bond

Jane Street
Susquehanna International
Bank of America Corporation
Citadel Advisors
Northwestern Mutual Wealth Management Company
BlackRock
Old Mission Capital
Barclays
Goldman Sachs Group
UBS Group
Rafferty Asset Management
Moore Capital Management
Peak6
Millennium Management
Wells Fargo & Company

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