TLT — ISHARES BARCLAYS COM

Ownership history in INSIGHT 2811, INC.  ·  31 quarters on record

This page tracks every 13F SEC filing in which INSIGHT 2811, INC. reported a position in ISHARES BARCLAYS COM (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
23.89% (2015 Q3)
Avg. % of fund
6.48%
First filed
2011 Q4
Last filed
2025 Q4
Quarters held
31
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 256,287 -3,966 -1.5% 9.85% $22.3M $86.54
2025 Q3 ADDED 260,253 +6,101 +2.4% 10.37% $23.3M $87.45
2025 Q2 ADDED 254,152 +9,901 +4.1% 10.62% $22.4M $85.39
2025 Q1 REDUCED 244,251 -12,085 -4.7% 11.27% $22.2M $87.11
27 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% Eddie Patel Inc 9.29% Ally Financial Inc. 3Y 7Y 9.29% Rafferty Asset Management, LLC 3Y 7Y 9.15% CULTIVAR CAPITAL, INC. 8.16%
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