ISHARES BARCLAYS 3-7 YR TREAS
Reported by Tanglewood Wealth Management Inc
Reported 1,045,950 shares, down 9,571 (0.9%) from the prior quarter.
Reported value -0.6%; share count -0.9% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2022-03-31 | 116004000 |
| 2022-06-30 | 100114000 |
| 2022-09-30 | 99403000 |
| 2022-12-31 | 160976566 |
| 2023-03-31 | 165736549 |
| 2023-06-30 | 162427464 |
| 2023-09-30 | 198283301 |
| 2023-12-31 | 140932063 |
| 2024-03-31 | 141035136 |
| 2024-06-30 | 148779681 |
| 2024-09-30 | 130990047 |
| 2024-12-31 | 168053449 |
| 2025-03-31 | 125305434 |
| 2025-06-30 | 125701960 |
| 2025-09-30 | 125001542 |
| 2025-12-31 | 176681783 |
| 2026-03-31 | 189383043 |
| 2026-06-30 | 169745708 |
| 2026-09-30 | 9514667 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q3 2026 | Reduced | 83,874 | -1,361,385 (-94.2%) | 0.79% | $9,514,667 | 2026-10-23 | |
| Q2 2026 | Reduced | 1,445,259 | -151,563 (-9.5%) | 14.44% | $169,745,708 | 2026-07-27 | |
| Q1 2026 | Added | 1,596,822 | +116,456 (7.9%) | 15.69% | $189,383,043 | 2026-04-21 | |
| Q4 2025 | Added | 1,480,366 | +434,416 (41.5%) | 16.2% | $176,681,783 | 2026-01-29 | |
| Q3 2025 | Reduced | 1,045,950 | -9,571 (-0.9%) | 11.62% | $125,001,542 | 2025-10-30 | |
| Q2 2025 | Reduced | 1,055,521 | -5,175 (-0.5%) | 12.39% | $125,701,960 | 2025-07-21 | |
| Q1 2025 | Reduced | 1,060,696 | -393,682 (-27.1%) | 14.1% | $125,305,434 | 2025-04-14 | |
| Q4 2024 | Added | 1,454,378 | +359,189 (32.8%) | 19.36% | $168,053,449 | 2025-01-24 | |
| Q3 2024 | Reduced | 1,095,189 | -193,281 (-15.0%) | 15.09% | $130,990,047 | 2024-10-28 | |
| Q2 2024 | Added | 1,288,470 | +70,655 (5.8%) | 18.5% | $148,779,681 | 2024-07-26 | |
| Q1 2024 | Added | 1,217,815 | +14,604 (1.2%) | 17.43% | $141,035,136 | 2024-05-08 | |
| Q4 2023 | Reduced | 1,203,211 | -549,027 (-31.3%) | 17.25% | $140,932,063 | 2024-02-08 | |
| Q3 2023 | Added | 1,752,238 | +342,392 (24.3%) | 33.63% | $198,283,301 | 2023-10-31 | |
| Q2 2023 | Added | 1,409,846 | +1,121 (0.1%) | 23.22% | $162,427,464 | 2023-08-04 | |
| Q1 2023 | Added | 1,408,725 | +7,589 (0.5%) | 24.07% | $165,736,549 | 2023-05-02 | |
| Q4 2022 | Added | 1,401,136 | +531,321 (61.1%) | 24.11% | $160,976,566 | 2023-02-07 | |
| Q3 2022 | Added | 869,815 | +30,917 (3.7%) | 15.0% | $99,403,000 | 2022-11-02 | |
| Q2 2022 | Reduced | 838,898 | -111,568 (-11.7%) | 13.5% | $100,114,000 | 2022-07-22 | |
| Q1 2022 | New | 950,466 | +950,466 (0.0%) | 17.42% | $116,004,000 | 2022-05-10 | |
|
Five years are shown. A free account unlocks the complete reported history.
Unlock full history
|
|||||||
Who else reported the position
848 managers reported ISHARES BARCLAYS 3-7 YR TREAS for Q3 2025.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | Added | 16,513,521 | +4,523,903 | 0.12% | $1,973,531,021 | 50 qtrs |
| Bank of America Corporation | Added | 7,037,805 | +244,774 | 0.06% | $841,088,123 | 50 qtrs |
| CAPTRUST FINANCIAL ADVISORS | Added | 5,643,321 | +1,992,633 | 1.38% | $674,433,325 | 34 qtrs |
| Invesco Ltd | Unchanged | 4,292,100 | 0 | 0.08% | $512,948,871 | 5 qtrs |
| Financial Engines Advisors L L C | Added | 4,253,967 | +236,652 | 0.97% | $508,391,596 | 28 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Added | 3,676,586 | +311,613 | 0.13% | $439,388,772 | 50 qtrs |
| BlackRock Inc | Added | 3,424,127 | +2,590,878 | < 0.01% | $409,217,418 | 5 qtrs |
| MORGAN STANLEY | Reduced | 2,993,888 | -40,796 | 0.02% | $357,799,643 | 50 qtrs |
| ASSETMARK INC | Added | 2,862,009 | +315,648 | 0.73% | $342,038,710 | 49 qtrs |
| AMERIPRISE FINANCIAL INC | Reduced | 2,719,795 | -21,894 | 0.07% | $324,603,749 | 50 qtrs |
Filing details and methodology As reported
- Report period
- September 30, 2025
- Filed
- October 30, 2025
- Filing type
- 13F-HR
- Position type
- 3 7 YR TREAS BD
Voting authority reported
- Sole
- 1,045,950
- Shared
- 0
- None
- 0
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.