TLT — ISHARES TR

Ownership history in Empowered Funds, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Empowered Funds, LLC reported a position in ISHARES TR (TLT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.82% (2022 Q3)
Avg. % of fund
0.41%
First filed
2022 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 53,093 +44,943 +551.4% 0.05% $4.7M $87.45
2025 Q2 REDUCED 8,150 -59,404 -87.9% 0.01% $717K $85.39
2025 Q1 ADDED 67,554 +8,213 +13.8% 0.09% $6.1M $87.11
2024 Q4 REDUCED 59,341 -124,901 -67.8% 0.08% $5.2M $83.01
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TLT price (monthly, adj. close)

Other funds also holding TLT

As of 2025 Q4 — sorted by position size

Greenhaven Road Investment Management, L.P. 3Y 61.14% Cadence Wealth Management LLC 3Y 24.19% LONESTAR CAPITAL MANAGEMENT LLC 3Y 7Y 18.15% PINNBROOK CAPITAL MANAGEMENT LP 3Y 15.73% Glenorchy Capital Ltd 13.02% Kiker Wealth Management, LLC 10.2% INSIGHT 2811, INC. 3Y 7Y 9.85% Eddie Patel Inc 9.29% Ally Financial Inc. 3Y 7Y 9.29% Rafferty Asset Management, LLC 3Y 7Y 9.15%
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