TLT — ISHARES TR

Ownership history in EVOKE WEALTH, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which EVOKE WEALTH, 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
0.95% (2024 Q1)
Avg. % of fund
0.29%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 130,255 -25,085 -16.1% 0.21% $11.4M $86.54
2025 Q3 ADDED 155,340 +154,040 +11849.2% 0.28% $13.9M $87.45
2025 Q3 UNCHANGED 1,300 — 0% 0.00% $116K $87.45
2025 Q3 REDUCED 1,300 -198,092 -99.3% 0.00% $116K $87.45
13 older quarters 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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