Question 1

How many shares of TLTW does ASSETMARK, INC own?

Accepted Answer

As of 2026-Q2, ASSETMARK, INC holds 414,923 shares of TLTW (ISHARES TR 20 YEAR TR BD).

Question 2

What is ASSETMARK, INC's TLTW position worth?

Accepted Answer

As of 2026-Q2, ASSETMARK, INC's TLTW position is worth $9.3M.

Question 3

Is ASSETMARK, INC buying or selling TLTW?

Accepted Answer

In 2026-Q2, ASSETMARK, INC increased their TLTW position (+16.8% change in shares).

Question 4

When did ASSETMARK, INC first buy TLTW?

Accepted Answer

Based on available 13F filings, ASSETMARK, INC first reported a position in TLTW in 2024-Q3. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	414,923	+16.8%	$9.3M	0.0%	$22.05	32
2026-Q1	Increased	355,174	+20.5%	$8M	0.0%	$21.78	33
2025-Q4	Increased	294,850	+25.0%	$6.7M	0.0%	$21.47	33
2025-Q3	Increased	235,825	+82.8%	$5.5M	0.0%	$21.31	42
2025-Q2	Increased	129,029	+31.7%	$3M	0.0%	$20.43	34
2025-Q1	Increased	97,983	+25.4%	$2.4M	0.0%	$20.27	32
2024-Q4	Increased	78,123	+112.0%	$1.8M	0.0%	$19.28	42
2024-Q3	New	36,843	-	$994,761	0.0%	$20.94	35

TLTW8 quarters

TLTW
8 quarters