WMG Financial Advisors »

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

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

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $335k 3.4k 98.10
2024-06-30 $431k 4.7k 91.78
2024-03-31 $680k 7.2k 94.62
2023-12-31 $721k 7.3k 98.88
2023-09-30 $732k 8.2k 88.69

More positions owned by WMG Financial Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Us Mid C (AVMV)
Apple (AAPL)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Real Estate Etf (AVRE)
NVIDIA Corporation (NVDA)
Hormel Foods Corporation (HRL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
RBB Us Treas 3 Mnth (TBIL)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
At&t (T)

View all positions for WMG 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
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