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Position history for Aptus Capital Advisors, LLCAptus Capital Advisors, LLC's holdings in ISHARES 20 PLUS YEAR TREASURY BD

Aptus Capital Advisors, LLC holds 3,494 shares of TLT (ISHARES 20 PLUS YEAR TREASURY BD), worth $301,951 as of 2026-Q2. The position was decreased (-60.1% shares). TLT represents 0.0% of Aptus Capital Advisors, LLC's portfolio.

Current Value

$301,951

Current Shares

3,494

Total Value Change

-$3.5M

Total Shares Change

-35,079

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3,494
-60.1%
$301,9510.0%$85.76
0
2026-Q1
Decreased
8,761
-36.8%
$759,4920.0%$85.03
0
2025-Q4
Decreased
13,872
-16.8%
$1.2M0.0%$84.89
0
2025-Q3
Increased
16,667
+11.6%
$1.5M0.0%$85.78
28
2025-Q2
Decreased
14,932
-6.7%
$1.3M0.0%$83.75
0
2025-Q1
Decreased
16,002
-58.4%
$1.5M0.0%$85.45
0
2024-Q4
Decreased
38,461
-0.3%
$3.4M0.0%$81.43
0
2024-Q3
Increased
38,573
+5.0%
$3.8M0.1%$90.20
28

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

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