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TLTTLT
19 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in ISHARES 20 PLUS YEAR TREASURY BD

AXXCESS WEALTH MANAGEMENT, LLC holds 117,252 shares of TLT (ISHARES 20 PLUS YEAR TREASURY BD), worth $10.1M as of 2026-Q2. The position was increased (+4.8% shares). TLT represents 0.2% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$10.1M

Current Shares

117,252

Total Value Change

+$4.5M

Total Shares Change

+78,974

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
117,252
+4.8%
$10.1M0.2%$85.76
35
2026-Q1
Increased
111,920
+1.2%
$9.7M0.3%$85.03
33
2025-Q4
Decreased
110,547
-6.3%
$9.6M0.2%$84.89
0
2025-Q3
Increased
117,994
+13.3%
$10.5M0.2%$85.78
38
2025-Q2
Increased
104,184
+26.8%
$9.2M0.2%$83.75
41
2025-Q1
Increased
82,185
+10.2%
$7.5M0.2%$85.45
36
2024-Q4
Decreased
74,615
-26.7%
$6.5M0.2%$81.43
0
2024-Q3
Increased
101,793
+82.6%
$10M0.2%$90.20
51
2024-Q2
Decreased
55,759
-0.7%
$5.1M0.1%$83.57
0
2024-Q1
Decreased
56,167
-3.1%
$5.3M0.1%$85.28
0
2023-Q4
Decreased
57,995
-11.5%
$5.7M0.2%$88.56
0
2023-Q3
Decreased
65,539
-55.1%
$5.8M0.2%$78.41
0
2023-Q2
Increased
145,890
+37.4%
$15M1.1%$90.24
58
2023-Q1
Increased
106,210
+415.2%
$11.3M0.9%$92.53
63
2022-Q4
Decreased
20,615
-1.4%
$2.1M0.2%$86.17
0
2022-Q3
Decreased
20,908
-8.2%
$2.1M0.2%$87.82
0
2022-Q2
New
22,771
-
$2.6M0.2%$97.89
43
2022-Q1
Exited
0
-100.0%
$00.0%$112.00
0
2021-Q4
New
38,278
-
$5.7M0.4%$125.32
45

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

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