TLT β€” ISHARES TR

Ownership history in GREENBERG FINANCIAL GROUP  Β·  2 quarters on record

AI Ownership Summary

GREENBERG FINANCIAL GROUP reported ISHARES TR (TLT) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 2.73% in 2025 Q4. The latest visible filing shows TLT at 2.45% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TLT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GREENBERG FINANCIAL GROUP's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TLT was reported at 2.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.73% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GREENBERG FINANCIAL GROUP held TLT β€” position size vs. price
% of Fund (quarterly)    TLT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 68,528 -7,443 -9.8% 2.45% $5.9M 2026-04-16 $86.28
2025 Q4 INITIATED 75,971 β€” β€” 2.73% $6.6M 2026-01-22 $86.72

FAQ About GREENBERG FINANCIAL GROUP and TLT

These are the practical questions this page is built to answer before you even open the full history table.

How long has GREENBERG FINANCIAL GROUP reported owning TLT?

GREENBERG FINANCIAL GROUP reported TLT across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported TLT position in GREENBERG FINANCIAL GROUP's portfolio?

The largest reported portfolio weight for TLT was 2.73% in 2025 Q4.

What is the latest reported TLT position on this page?

The most recent filing on this page is 2026 Q1, when GREENBERG FINANCIAL GROUP reported 68,528 shares, equal to 2.45% of portfolio, with an estimated market value of $5.9M.

What does the chart on this TLT ownership page compare?

The chart compares GREENBERG FINANCIAL GROUP's quarterly TLT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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