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Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in ISHARES TR

NewEdge Advisors, LLC holds 132,273 shares of TLT (ISHARES TR), worth $11.4M as of 2026-Q2. The position was decreased (-40.6% shares). TLT represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$11.4M

Current Shares

132,273

Total Value Change

-$34.1M

Total Shares Change

-331,656

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
132,273
-40.6%
$11.4M0.0%$85.76
0
2026-Q1
Decreased
222,662
-5.7%
$19.3M0.1%$85.03
0
2025-Q4
Increased
235,986
+12.5%
$20.6M0.1%$84.89
32
2025-Q3
Decreased
209,684
-4.7%
$18.7M0.1%$85.78
0
2025-Q2
Increased
220,005
+6.4%
$19.4M0.1%$83.75
36
2025-Q1
Decreased
206,808
-50.3%
$18.8M0.1%$85.45
0
2024-Q4
Decreased
415,675
-10.4%
$36.3M0.2%$81.43
0
2024-Q3
Increased
463,929
+7.6%
$45.5M0.3%$90.20
38

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

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