iShares Trust - iShares 20+ Year Treasury Bond ETF
GB ˙ LSE ˙ US4642874329
85,09 $ ↓ -0,45 (-0,53%)
2026-06-05
DEL PRIS
SecurityGB:0JFU / iShares Trust - iShares 20+ Year Treasury Bond ETF
InstitutionBrookstone Capital Management
Latest Disclosed Ownership135,590 shares
Latest Disclosed Value $ 11,754,292
Brookstone Capital Management reports 10.71% increase in ownership of 0JFU / iShares Trust - iShares 20+ Year Treasury Bond ETF

On April 16, 2026 - Brookstone Capital Management filed a 13F-HR form disclosing ownership of 135,590 shares of iShares Trust - iShares 20+ Year Treasury Bond ETF (GB:0JFU) valued at $11,788,073 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 122,472 shares of iShares Trust - iShares 20+ Year Treasury Bond ETF. This represents a change in shares of 10.71% during the quarter. The current value of the position is $11,537,353 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-16 2026-03-31 13F ISHARES TR 20 YR TR BD ETF 464287432 135,590 13,118 10.71 11,754 10.12 0.1343
2026-01-15 2025-12-31 13F ISHARES TR 20 YR TR BD ETF 464287432 122,472 -46,489 -27.51 10,675 -29.31 0.1221
2025-10-15 2025-09-30 13F ISHARES TR 20 YR TR BD ETF 464287432 168,961 1,486 0.89 15,100 2.17 0.1802
2025-07-30 2025-06-30 13F ISHARES TR 20 YR TR BD ETF 464287432 167,475 -8,992 -5.10 14,780 -7.99 0.1939
2025-04-29 2025-03-31 13F ISHARES TR 20 YR TR BD ETF 464287432 176,467 -43,767 -19.87 16,064 -16.48 0.2302
2025-01-13 2024-12-31 13F ISHARES TR 20 YR TR BD ETF 464287432 220,234 -37,038 -14.40 19,233 -23.79 0.2799
2024-10-08 2024-09-30 13F ISHARES TR 20 YR TR BD ETF 464287432 257,272 46,376 21.99 25,238 27.05 0.3720
2024-07-18 2024-06-30 13F ISHARES TR 20 YR TR BD ETF 464287432 210,896 13,216 6.69 19,864 6.20 0.3295
2024-04-15 2024-03-31 13F ISHARES TR 20 YR TR BD ETF 464287432 197,680 -4,404 -2.18 18,704 -6.40 0.3343
2024-01-11 2023-12-31 13F ISHARES TR 20 YR TR BD ETF 464287432 202,084 9,080 4.70 19,982 25.09 0.3885
2023-10-20 2023-09-30 13F ISHARES TR 20 YR TR BD ETF 464287432 193,004 31,415 19.44 15,975 -0.22 0.3507
2023-07-11 2023-06-30 13F ISHARES TR 20 YR TR BD ETF 464287432 161,589 -64,240 -28.45 16,010 -31.72 0.3221
2023-04-19 2023-03-31 13F ISHARES TR 20 YR TR BD ETF 464287432 225,829 28,723 14.57 23,448 13.10 0.4564
2023-01-09 2022-12-31 13F ISHARES TR 20 YR TR BD ETF 464287432 197,106 18,338 10.26 20,732 15.56 0.4196
2022-10-14 2022-09-30 13F ISHARES TR 20 YR TR BD ETF 464287432 178,768 -81,411 -31.29 17,939 -38.71 0.4146
2022-07-11 2022-06-30 13F ISHARES TR 20 YR TR BD ETF 464287432 260,179 -20,479 -7.30 29,270 -15.31 0.6478
2022-04-12 2022-03-31 13F ISHARES TR 20 YR TR BD ETF 464287432 280,658 -44,654 -13.73 34,560 -25.32 0.6762
2022-01-11 2021-12-31 13F ISHARES TR 20 YR TR BD ETF 464287432 325,312 66,541 25.71 46,279 23.05 0.7972
2021-11-03 2021-09-30 13F ISHARES TR 20 YR TR BD ETF 464287432 258,771 1,948 0.76 37,610 0.84 0.6769
2021-07-14 2021-06-30 13F ISHARES TR 20 YR TR BD ETF 464287432 256,823 -74,704 -22.53 37,296 -16.94 0.6685
2021-04-16 2021-03-31 13F ISHARES TR 20 YR TR BD ETF 464287432 331,527 28,374 9.36 44,905 -6.09 1.7207
2021-01-13 2020-12-31 13F ISHARES TR 20 YR TR BD ETF 464287432 303,153 -16,671 -5.21 47,816 -8.42 1.9002
2020-10-13 2020-09-30 13F ISHARES TR 20 YR TR BD ETF 464287432 319,824 159,241 99.16 52,215 98.36 2.4122
2020-07-21 2020-06-30 13F ISHARES TR 20 YR TR BD ETF 464287432 160,583 -50,377 -23.88 26,324 -24.36 1.6401
2020-04-14 2020-03-31 13F ISHARES TR 20 YR TR BD ETF 464287432 210,960 46,589 28.34 34,802 56.28 2.0016
2020-01-29 2019-12-31 13F ISHARES TR 20 YR TR BD ETF 464287432 164,371 45,150 37.87 22,269 30.55 1.1309
2019-10-18 2019-09-30 13F ISHARES TR 20 YR TR BD ETF 464287432 119,221 -31,433 -20.86 17,058 -14.74 0.9263
2019-07-25 2019-06-30 13F ISHARES TR 20 YR TR BD ETF 464287432 150,654 77,044 104.67 20,008 114.98 1.1563
2019-04-18 2019-03-31 13F ISHARES TR 20 YR TR BD ETF 464287432 73,610 -6,185 -7.75 9,307 -4.01 0.6040
2019-02-05 2018-12-31 13F ISHARES TR 20 YR TR BD ETF 464287432 79,795 46,772 141.63 9,696 150.35 0.7358
2018-11-05 2018-09-30 13F ISHARES TR 20 YR TR BD ETF 464287432 33,023 -26,768 -44.77 3,873 -46.78 0.2946
2018-08-06 2018-06-30 13F ISHARES TR 20 YR TR BD ETF 464287432 59,791 14,790 32.87 7,278 32.66 0.6339
2018-04-23 2018-03-31 13F ISHARES TR 20 YR TR BD ETF 464287432 45,001 -13,615 -23.23 5,486 -26.22 0.4979
2018-02-07 2017-12-31 13F ISHARES TR 20 YR TR BD ETF 464287432 58,616 8,258 16.40 7,436 18.35 0.6678
2017-10-31 2017-09-30 13F ISHARES TR 20 YR TR BD ETF 464287432 50,358 -42,823 -45.96 6,283 -46.11 0.5689
2017-08-08 2017-06-30 13F ISHARES TR 20 YR TR BD ETF 464287432 93,181 85,832 1,167.94 11,659 1,214.43 1.1116
2017-04-28 2017-03-31 13F ISHARES TR 20 YR TR BD ETF 464287432 7,349 -8,961 -54.94 887 -54.35 0.0897
2017-01-12 2016-12-31 13F ISHARES TR 20 YR TR BD ETF 464287432 16,310 -14,151 -46.46 1,943 -53.62 0.2134
2016-10-28 2016-09-30 13F ISHARES TR 20 YR TR BD ETF 464287432 30,461 -151,433 -83.25 4,189 -83.42 0.4614
2016-07-19 2016-06-30 13F ISHARES TR 20 YR TR BD ETF 464287432 181,894 40,202 28.37 25,265 36.52 3.3019
2016-04-14 2016-03-31 13F ISHARES TR 20 YR TR BD ETF 464287432 141,692 -28,562 -16.78 18,506 -9.85 2.7892
2016-01-14 2015-12-31 13F ISHARES TR 20+ YR TR BD ETF 464287432 170,254 170,254 20,529 3.9481
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.