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TLTTLT
19 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in ISHARES TR

AXXCESS WEALTH MANAGEMENT, LLC holds 117,252 shares of TLT (ISHARES TR), 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%$111.12
0
2021-Q4
First report
38,278
-
$5.7M0.4%$124.34
0

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

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