Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Wells Financial Advisors »

iShares Barclays 20+ Yr Treas.Bond shares owned by Wells Financial Advisors

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

Historical chart of Wells Financial 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 Wells Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShares Barclays 20+ Yr Treas.Bond by Wells Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$182k	1.9k	98.10
2024-06-30	$2.3M	25k	91.78

More positions owned by Wells Financial Advisors

Vanguard Growth Etf Exchange Traded Fund (VUG)

Vanguard Mega Cap Growth Etf Exchange Traded Fund (MGK)

Ishares Msci Usa Min Vol Factor Etf Exchange Traded Fund (USMV)

Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM)

Spdr Gold Shares Exchange Traded Fund (GLD)

Vanguard Short-term Treasury Etf Exchange Traded Fund (VGSH)

Vanguard Large-cap Etf Exchange Traded Fund (VV)

Spdr Portfolio S&p 500 Growth Etf Exchange Traded Fund (SPYG)

Spdr Portfolio S&p 500 Value Etf Exchange Traded Fund (SPYV)

Ishares Msci Usa Quality Factor Etf Exchange Traded Fund (QUAL)

Vanguard Small-cap Etf Exchange Traded Fund (VB)

Vanguard Mega Cap Value Etf Exchange Traded Fund (MGV)

Vanguard Mid-cap Etf Exchange Traded Fund (VO)

Vanguard Value Etf Exchange Traded Fund (VTV)

Vanguard Total Bond Market Etf Exchange Traded Fund (BND)

View all positions for Wells Financial 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

Envestnet Asset Management

Barclays

CIBC World Markets

Wells Fargo & Company

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z