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TLTTLT
16 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in ISHARES 20 PLUS YEAR TREASURY BD

EP Wealth Advisors, LLC holds 11,651 shares of TLT (ISHARES 20 PLUS YEAR TREASURY BD), worth $1M as of 2026-Q2. The position was increased (+133.1% shares). TLT represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$1M

Current Shares

11,651

Total Value Change

+$903,910

Total Shares Change

+10,874

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
11,651
+133.1%
$1M0.0%$85.76
40
2026-Q1
Decreased
4,999
-28.3%
$433,3350.0%$85.03
0
2025-Q4
Increased
6,974
+2.7%
$607,8550.0%$84.89
25
2025-Q2
Increased
6,789
+13.5%
$599,1200.0%$83.75
28
2025-Q1
Decreased
5,982
-44.0%
$544,5570.0%$85.45
0
2024-Q4
Decreased
10,690
-4.4%
$933,5780.0%$81.43
0
2024-Q3
Increased
11,180
+76.0%
$1.1M0.0%$90.20
38
2024-Q2
Decreased
6,354
-21.4%
$583,1410.0%$83.57
0
2024-Q1
Decreased
8,086
-67.7%
$765,1140.0%$85.28
0
2023-Q4
Decreased
25,018
-82.0%
$2.5M0.0%$88.56
0
2023-Q3
Decreased
139,040
-18.6%
$12.3M0.2%$78.41
0
2023-Q2
Increased
170,773
+306.3%
$15.6M0.2%$90.24
54
2023-Q1
Decreased
42,035
-97.5%
$3.3M0.1%$92.53
0
2022-Q4
New
1.7M
-
$168.6M3.0%$86.17
84
2022-Q2
Exited
0
-100.0%
$00.0%$97.89
0
2022-Q1
New
777
-
$103,0000.0%$112.00
30

Other major holders of TLT: BNP PARIBAS FINANCIAL MARKETS, BANK OF AMERICA CORP /DE/

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