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iShares Barclays 20+ Yr Treas.Bond shares owned by Atria Investments

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

Historical chart of Atria Investments investment in iShares Barclays 20+ Yr Treas.Bond

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All positions including iShares Barclays 20+ Yr Treas.Bond held by Atria Investments 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 Atria Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $28M 297k 94.62
2023-12-31 $33M 336k 98.88
2023-09-30 $24M 265k 88.69
2023-06-30 $26M 249k 102.94
2023-03-31 $21M 198k 106.37
2022-12-31 $15M 154k 99.56
2022-09-30 $14M 136k 102.45
2022-06-30 $13M 115k 114.87
2022-03-31 $11M 85k 132.08
2021-12-31 $19M 125k 148.19
2021-09-30 $46M 322k 144.32
2021-06-30 $21M 145k 144.35
2021-03-31 $11M 81k 135.45
2020-12-31 $20M 129k 157.73
2020-09-30 $52M 320k 163.26
2020-06-30 $88M 537k 163.93
2019-12-31 $41M 303k 135.48
2019-09-30 $55M 382k 143.08
2019-06-30 $54M 374k 144.82
2019-03-31 $29M 231k 126.44
2018-12-31 $80M 658k 121.51
2018-09-30 $9.6M 82k 117.27
2018-06-30 $26M 216k 121.72
2018-03-31 $2.2M 18k 121.92
2017-12-31 $9.2M 73k 126.86
2017-09-30 $7.3M 59k 124.75
2017-06-30 $7.7M 62k 125.13
2017-03-31 $4.7M 39k 120.72
2016-12-31 $2.8M 24k 119.15
2016-09-30 $3.7M 27k 137.50
2016-06-30 $5.0M 35k 142.70
2016-03-31 $4.6M 35k 130.61
2015-12-31 $1.6M 13k 123.39
2015-09-30 $11k 1.3k 8.10
2015-06-30 $1.8M 16k 117.45
2015-03-31 $2.7M 21k 130.71
2014-12-31 $851k 6.8k 125.98
2011-12-31 $705k 5.8k 120.72

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Unified Ser Tr Oneascent Large (OALC)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Meta Platforms Cl A (META)

View all positions for Atria Investments

Top funds holding iShares Barclays 20+ Yr Treas.Bond

Bank of America Corporation
Susquehanna International
Morgan Stanley
Rafferty Asset Management
UBS Group
Citadel Advisors
Jane Street
FMR
BlackRock
Citigroup
Envestnet Asset Management
Parallax Volatility Advisers
Goldman Sachs Group
TD Asset Management
GFG Capital

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