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iShares Barclays 20+ Yr Treas.Bond shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth 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 EP Wealth Advisors 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 25k 98.88
2023-09-30 $12M 139k 88.69
2023-06-30 $16M 171k 91.55
2023-03-31 $3.3M 42k 78.36
2022-12-31 $169M 1.7M 99.56
2022-03-31 $103k 777 132.56

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Amazon (AMZN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Us Treas Bd Etf (GOVT)
Broadcom (AVGO)

View all positions for EP Wealth Advisors

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