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iShares Barclays 10-20 Yr Tresry Bd shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of iShares Barclays 10-20 Yr Tresry Bd (TLH) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in iShares Barclays 10-20 Yr Tresry Bd

Tip: Access up to 7 years of quarterly data

All positions including iShares Barclays 10-20 Yr Tresry Bd held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Barclays 10-20 Yr Tresry Bd by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.4M 87k 108.26
2023-09-30 $1.9M 19k 98.47
2023-03-31 $1.0M 8.8k 114.54

More positions owned by Beacon Pointe Advisors

Apple (AAPL)
Lennox International (LII)
Microsoft Corporation Put Option (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Amazon Call Option (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Beacon Pointe Advisors

Top funds holding iShares Barclays 10-20 Yr Tresry Bd

Bank of America Corporation
Forum Financial Management
Envestnet Asset Management
Wells Fargo & Company
Ameriprise Financial
Branch Banking & Trust Company
Richard Bernstein Advisors
Morgan Stanley
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
LPL Financial
Jpmorgan Chase & Co
Itau Unibanco Holding
UBS Group
Johns Hopkins University
Pathstone Holdings

View all funds holding iShares Barclays 10-20 Yr Tresry Bd