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WFA of San Diego »

iShares Barclays 20+ Yr Treas.Bond shares owned by WFA of San Diego

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

Historical chart of WFA of San Diego 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 WFA of San Diego 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 WFA of San Diego

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$35k	403	86.69
2025-12-31	$45k	519	87.16
2025-09-30	$46k	519	89.37
2025-06-30	$46k	519	88.25
2024-09-30	$59k	600	98.10
2023-09-30	$53k	600	88.69
2023-06-30	$62k	600	102.94
2022-12-31	$60k	600	99.56

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Vanguard Total Bond Market Etf Etf (BND)

Vanguard Russell 1000 Growth Etf Etf (VONG)

Berkshire Hathaway Inc Del Cl B Stock (BRK.B)

Schwab 5-10 Year Corporate Bond Etf Etf (SCHI)

Invesco Rafi Us 1000 Etf Etf (PRF)

Vanguard Dividend Appreciation Etf Etf (VIG)

Vanguard Russell 1000 Value Etf Etf (VONV)

Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)

Vanguard Mortgage-backed Securities Etf Etf (VMBS)

Invesco S&p 500 Low Volatility Etf Etf (SPLV)

Alphabet Inc Cap Stk Cl A Stock (GOOGL)

Ishares Core S&p Mid-cap Etf Etf (IJH)

Vanguard Long-term Treasury Etf Etf (VGLT)

View all positions for WFA of San Diego

Top funds holding iShares Barclays 20+ Yr Treas.Bond

Bank of America Corporation

Jane Street

Susquehanna International

Citadel Advisors

Northwestern Mutual Wealth Management Company

Rafferty Asset Management

Sona Asset Management

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

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