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Showing 8 of 12 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in ISHARES TR 20 YEAR TR BD

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 301,496 shares of TLTW (ISHARES TR 20 YEAR TR BD), worth $6.6M as of 2026-Q2. The position was increased (+2.0% shares). TLTW represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$6.6M

Current Shares

301,496

Total Value Change

-$8.4M

Total Shares Change

-252,807

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
301,496
+2.0%
$6.6M0.0%$22.05
28
2026-Q1
Decreased
295,482
-70.2%
$6.7M0.0%$21.78
0
2025-Q4
Increased
990,835
+12.4%
$22.5M0.0%$21.47
32
2025-Q3
Increased
881,660
+6.7%
$20.5M0.0%$21.31
30
2025-Q2
Increased
826,504
+5.3%
$18.8M0.0%$20.43
30
2025-Q1
Increased
785,035
+29.8%
$18.9M0.0%$20.27
36
2024-Q4
Increased
604,980
+9.1%
$14.2M0.0%$19.28
31
2024-Q3
Increased
554,303
+111.0%
$15M0.0%$20.94
45

Other major holders of TLTW: BANK OF AMERICA CORP /DE/, MORGAN STANLEY

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