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TLTTLT
30 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in ISHARES 20 PLUS YEAR TREASURY BD

Integrated Wealth Concepts LLC holds 65,348 shares of TLT (ISHARES 20 PLUS YEAR TREASURY BD), worth $5.6M as of 2026-Q2. The position was decreased (-12.2% shares). TLT represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$5.6M

Current Shares

65,348

Total Value Change

+$5.4M

Total Shares Change

+63,178

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
65,348
-12.2%
$5.6M0.0%$85.76
0
2026-Q1
Increased
74,453
+179.0%
$6.5M0.1%$85.03
44
2025-Q4
Decreased
26,684
-23.7%
$2.3M0.0%$84.89
0
2025-Q3
Decreased
34,985
-2.9%
$3.1M0.0%$85.78
0
2025-Q2
Decreased
36,035
-9.7%
$3.2M0.0%$83.75
0
2025-Q1
Decreased
39,901
-62.0%
$3.6M0.0%$85.45
0
2024-Q4
Increased
105,140
+51.5%
$9.2M0.1%$81.43
46
2024-Q3
Decreased
69,418
-7.2%
$6.8M0.1%$90.20
0
2024-Q2
Decreased
74,777
-57.8%
$6.9M0.1%$83.57
0
2024-Q1
Decreased
177,254
-3.0%
$16.8M0.2%$85.28
0
2023-Q4
Increased
182,801
+23.0%
$18.1M0.3%$88.56
41
2023-Q3
Increased
148,672
+212.6%
$13.2M0.2%$78.41
54
2023-Q2
Decreased
47,566
-32.2%
$4.9M0.1%$90.24
0
2023-Q1
Increased
70,151
+96.3%
$7.5M0.2%$92.53
52
2022-Q4
Decreased
35,742
-9.1%
$3.6M0.1%$86.17
0
2022-Q3
Decreased
39,339
-25.5%
$4M0.1%$87.82
0
2022-Q2
Decreased
52,796
-8.7%
$6.1M0.2%$97.89
0
2022-Q1
Decreased
57,835
-61.4%
$7.6M0.2%$112.00
0
2021-Q4
Increased
149,936
+1945.2%
$22.2M0.7%$125.32
65
2021-Q3
Increased
7,331
+74.6%
$1.1M0.0%$121.45
38
2021-Q2
Increased
4,199
+29.8%
$606,0000.0%$121.01
31
2021-Q1
Decreased
3,234
-22.8%
$438,0000.0%$113.07
0
2020-Q4
Decreased
4,189
-80.4%
$661,0000.0%$131.36
0
2020-Q3
Decreased
21,390
-84.2%
$3.5M0.2%$135.40
0
2020-Q2
Increased
134,954
+29.6%
$22.1M1.6%$135.49
57
2020-Q1
Increased
104,132
+1603.5%
$17.2M1.6%$135.80
72
2019-Q4
Decreased
6,113
-96.3%
$828,0000.1%$111.18
0
2019-Q3
Increased
165,547
+67.0%
$23.7M2.7%$116.62
72
2019-Q2
Increased
99,132
+4468.3%
$12.5M1.6%$107.63
71
2019-Q1
New
2,170
-
$274,0000.0%$101.82
32

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

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