Values First Advisors »

iShares Barclays 20+ Yr Treas.Bond shares owned by Values First Advisors

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

Historical chart of Values First 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 Values First 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 Values First Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 12k 98.10
2024-06-30 $1.1M 12k 91.78
2024-03-31 $1.1M 12k 94.62
2023-12-31 $1.0M 10k 98.88

More positions owned by Values First Advisors

Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ensign (ENSG)
Emergent BioSolutions (EBS)
Monolithic Power Systems (MPWR)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Mid-America Apartment (MAA)
National Retail Properties (NNN)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Vaalco Energy Com New (EGY)
LeMaitre Vascular (LMAT)
Alnylam Pharmaceuticals (ALNY)

View all positions for Values First Advisors

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