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iShares Barclays 10-20 Yr Tresry Bd shares owned by SWMG

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

Historical chart of SWMG 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 SWMG 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 SWMG

Quarter filed Position value Share count Share price at filing
2024-03-31 $615k 5.9k 105.03
2023-12-31 $2.0M 19k 108.26
2023-09-30 $1.1M 11k 98.47
2023-06-30 $2.0M 18k 110.77
2023-03-31 $1.9M 17k 114.54
2022-12-31 $1.5M 14k 108.18
2022-09-30 $1.0M 9.5k 108.94
2022-03-31 $1.2M 9.0k 134.60
2021-12-31 $698k 4.7k 148.42
2021-09-30 $635k 4.3k 147.13

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Short (SPSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)

View all positions for SWMG

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