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
Tip: Access up to 7 years of quarterly data
All positions including iShares Barclays 20+ Yr Treas.Bond held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Barclays 20+ Yr Treas.Bond by WealthPlan Investment Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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