TLT ISHARES TR

Ownership history in EQ LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which EQ 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
4.11% (2021 Q4)
Avg. % of fund
1.51%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 52,306 +16,893 +47.7% 1.31% $4.6M $86.54
2025 Q3 REDUCED 35,413 -1,232 -3.4% 1.07% $3.2M $87.45
2025 Q2 REDUCED 36,645 -7,461 -16.9% 1.26% $3.2M $85.39
2025 Q1 ADDED 44,106 +17,733 +67.2% 1.87% $4.0M $87.11
2024 Q3 ADDED 26,373 +5,393 +25.7% 1.30% $2.6M $91.96
2024 Q2 REDUCED 20,980 -5,390 -20.4% 1.15% $1.9M $85.20
2024 Q1 REDUCED 26,370 -352 -1.3% 1.54% $2.5M $86.95
2023 Q4 ADDED 26,722 +15,099 +129.9% 1.96% $2.6M $90.29
2022 Q4 REDUCED 11,623 -28,090 -70.7% 0.93% $1.2M $87.85
2021 Q4 ADDED 39,713 +32,647 +462.0% 4.11% $5.9M $127.76
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TLT price (monthly, adj. close)
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