iShares Trust - iShares 20+ Year Treasury Bond ETF
GB ˙ LSE ˙ US4642874329
85,57 $ ↑0,33 (0,39%)
2026-06-04
DEL PRIS
SecurityGB:0JFU / iShares Trust - iShares 20+ Year Treasury Bond ETF
InstitutionGenWealth Group, Inc.
Latest Disclosed Ownership577,770 shares
Latest Disclosed Value $ 50,086,881
GenWealth Group, Inc. ownership in 0JFU / iShares Trust - iShares 20+ Year Treasury Bond ETF

On May 11, 2026 - GenWealth Group, Inc. filed a 13F-HR form disclosing ownership of 577,770 shares of iShares Trust - iShares 20+ Year Treasury Bond ETF (GB:0JFU) valued at $50,230,804 USD as of March 31, 2026. The entity filed a previous 13F-HR on July 16, 2025 disclosing 0 shares of iShares Trust - iShares 20+ Year Treasury Bond ETF. The current value of the position is $49,439,779 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)
2026-05-11 2026-03-31 13F ISHARES TR 20 YR TR BD ETF 464287432 577,770 577,770 50,087 8.5693
2025-07-16 2025-06-30 13F ISHARES TR 20 YR TR BD ETF 464287432 0 -646,612 -100.00 0 -100.00
2025-04-10 2025-03-31 13F ISHARES TR 20 YR TR BD ETF 464287432 646,612 646,612 58,861 12.9760
2023-07-13 2023-06-30 13F ISHARES TR 20 YR TR BD ETF 464287432 0 -125,235 -100.00 0 -100.00
2023-04-11 2023-03-31 13F ISHARES TR 20 YR TR BD ETF 464287432 125,235 125,235 13,321 4.0810
2019-04-08 2019-03-31 13F ISHARES 20 YEAR TREASURY BOND ETF 20 YR TR BD ETF 464287432 0 -90,637 -100.00 0 -100.00
2019-01-11 2018-12-31 13F ISHARES 20 YEAR TREASURY BOND ETF 20 YR TR BD ETF 464287432 90,637 90,637 11,013 5.4816
2018-07-13 2018-06-30 13F ISHARES TR 20 YR TR BD ETF 464287432 0 -265,755 -100.00 0 -100.00
2018-04-12 2018-03-31 13F ISHARES TR 20 YR TR BD ETF 464287432 265,755 265,755 32,395 16.6464
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.