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iShares Barclays 20+ Yr Treas.Bond shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of iShares Barclays 20+ Yr Treas.Bond (TLT) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $32M 341k 94.62
2023-12-31 $48M 481k 98.88
2023-09-30 $2.1M 24k 88.69
2023-06-30 $1.6M 15k 102.94
2023-03-31 $659k 6.2k 106.37
2022-12-31 $2.0M 20k 99.56
2022-09-30 $2.2M 22k 102.45
2022-06-30 $2.5M 22k 114.85
2022-03-31 $1.2M 8.8k 132.07
2021-12-31 $1.5M 10k 148.16
2021-09-30 $1.5M 10k 144.34
2021-06-30 $1.6M 11k 144.35
2021-03-31 $1.5M 11k 135.40
2020-12-31 $1.8M 12k 157.71
2020-09-30 $6.2M 38k 163.26
2020-06-30 $13M 77k 163.93
2020-03-31 $21M 132k 162.54
2019-12-31 $18M 130k 135.48
2019-09-30 $17M 117k 143.08
2019-06-30 $12M 90k 132.81
2019-03-31 $9.6M 76k 126.43
2018-12-31 $14M 118k 121.51
2018-09-30 $9.1M 77k 117.27
2018-06-30 $13M 102k 121.72
2018-03-31 $13M 105k 121.90
2017-12-31 $14M 110k 126.86
2017-09-30 $15M 120k 124.76
2017-06-30 $13M 107k 125.12
2017-03-31 $12M 100k 120.71
2016-12-31 $2.8M 24k 119.13
2016-09-30 $14M 99k 137.51
2016-06-30 $27M 196k 139.00
2016-03-31 $25M 194k 130.61
2015-12-31 $17M 138k 120.58
2015-09-30 $16M 133k 123.54
2015-06-30 $5.8M 50k 117.46
2015-03-31 $8.6M 68k 125.95
2014-12-31 $6.7M 54k 125.91
2014-09-30 $29M 247k 116.27
2014-06-30 $32M 280k 113.52
2014-03-31 $36M 328k 109.10
2013-09-30 $25M 234k 106.40
2013-06-30 $21M 189k 110.44
2013-03-31 $20M 171k 117.76
2012-12-31 $19M 155k 121.18
2012-09-30 $19M 151k 124.22
2012-06-30 $18M 142k 125.20
2011-12-31 $13M 109k 121.25
2011-09-30 $686k 5.7k 120.88
2011-03-31 $2.1M 22k 92.13
2010-12-31 $1.6M 17k 94.11

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Nvidia Corporation Common Stock (NVDA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)

View all positions for United Capital Financial Advisers

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