iShares Barclays 20+ Yr Treas.Bond shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of iShares Barclays 20+ Yr Treas.Bond (TLT) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in iShares Barclays 20+ Yr Treas.Bond
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Quarterly reported holdings in iShares Barclays 20+ Yr Treas.Bond by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 23k | 89.37 |
| 2025-06-30 | $2.2M | 25k | 88.25 |
| 2025-03-31 | $1.9M | 21k | 91.03 |
| 2024-12-31 | $2.1M | 24k | 87.33 |
| 2024-09-30 | $435k | 4.4k | 98.11 |
| 2024-06-30 | $1.4M | 15k | 91.78 |
| 2024-03-31 | $1.5M | 16k | 94.62 |
| 2023-12-31 | $1.8M | 18k | 98.88 |
| 2023-09-30 | $1.6M | 18k | 88.69 |
| 2023-03-31 | $1.9M | 18k | 106.37 |
| 2022-12-31 | $1.9M | 18k | 104.26 |
| 2022-09-30 | $2.0M | 18k | 109.49 |
| 2022-03-31 | $2.2M | 18k | 119.44 |
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