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iShares Barclays 20+ Yr Treas.Bond shares owned by Westshore Wealth

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

Historical chart of Westshore Wealth investment in iShares Barclays 20+ Yr Treas.Bond

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All positions including iShares Barclays 20+ Yr Treas.Bond held by Westshore Wealth 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 Westshore Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.1M 23k 91.78
2024-03-31 $2.8M 30k 94.62
2023-12-31 $3.1M 32k 98.88
2023-09-30 $2.1M 24k 88.69
2023-06-30 $3.1M 30k 102.94
2023-03-31 $1.6M 15k 106.37
2022-12-31 $2.2M 22k 99.56

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View all positions for Westshore Wealth

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