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iShares Barclays 20+ Yr Treas.Bond shares owned by WMS Partners

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

Historical chart of WMS Partners 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 WMS Partners 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 WMS Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 12k 98.88
2023-09-30 $355k 4.0k 88.69
2023-06-30 $309k 3.0k 102.94
2023-03-31 $321k 3.0k 106.37
2022-12-31 $300k 3.0k 99.56