Back to AE Wealth Management LLC AE Wealth Management LLC

TLTTLT
30 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in ISHARES 20 PLUS YEAR TREASURY BD

AE Wealth Management LLC holds 102,119 shares of TLT (ISHARES 20 PLUS YEAR TREASURY BD), worth $8.8M as of 2026-Q2. The position was decreased (-81.7% shares). TLT represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$8.8M

Current Shares

102,119

Total Value Change

-$6.9M

Total Shares Change

-22,565

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
102,119
-81.7%
$8.8M0.0%$85.76
0
2026-Q1
Increased
558,877
+145.0%
$48.4M0.3%$85.03
56
2025-Q4
Increased
228,142
+14.9%
$19.9M0.1%$84.89
39
2025-Q3
Increased
198,486
+80.7%
$17.7M0.1%$85.78
52
2025-Q2
Decreased
109,838
-20.7%
$9.7M0.1%$83.75
0
2025-Q1
Decreased
138,517
-44.0%
$12.6M0.1%$85.45
0
2024-Q4
Decreased
247,279
-14.9%
$21.6M0.2%$81.43
0
2024-Q3
Decreased
290,649
-1.3%
$28.5M0.3%$90.20
0
2024-Q2
Decreased
294,554
-38.8%
$27M0.3%$83.57
0
2024-Q1
Decreased
480,976
-40.2%
$45.5M0.5%$85.28
0
2023-Q4
Decreased
804,043
-21.9%
$75.4M0.4%$88.56
0
2023-Q3
Decreased
1M
-12.9%
$91.3M0.5%$78.41
0
2023-Q2
Decreased
1.2M
-47.7%
$121.6M0.7%$90.24
0
2023-Q1
Increased
2.3M
+148.8%
$240.3M1.5%$92.53
78
2022-Q4
Increased
907,963
+1.9%
$90.4M0.7%$86.17
43
2022-Q3
Increased
890,666
+1.7%
$91.2M0.7%$87.82
43
2022-Q2
Decreased
875,713
-4.0%
$100.6M0.8%$97.89
0
2022-Q1
Decreased
912,380
-12.2%
$120.5M0.8%$112.00
0
2021-Q4
Increased
1M
+9.2%
$154M1.1%$125.32
52
2021-Q3
Increased
952,056
+0.7%
$137.4M1.1%$121.45
48
2021-Q2
Decreased
945,351
-36.5%
$136.5M1.2%$121.01
0
2021-Q1
Decreased
1.5M
-8.2%
$201.8M2.0%$113.07
0
2020-Q4
Decreased
1.6M
-20.3%
$255.9M2.9%$131.36
0
2020-Q3
Increased
2M
+19.5%
$332.4M4.7%$135.40
67
2020-Q2
Increased
1.7M
+200.4%
$279.2M4.3%$135.49
91
2020-Q1
Increased
566,957
+21.0%
$93.5M2.1%$135.80
61
2019-Q4
Increased
468,521
+27.3%
$63.5M1.4%$111.18
58
2019-Q3
Increased
368,033
+15.9%
$52.7M1.5%$116.62
53
2019-Q2
Increased
317,637
+154.8%
$42.2M1.3%$107.63
74
2019-Q1
New
124,684
-
$15.8M1.1%$101.82
64

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used