TLT — ISHARES TR

Ownership history in Mosley Wealth Management  ·  5 quarters on record

This page tracks every 13F SEC filing in which Mosley Wealth Management 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
1.13% (2023 Q4)
Avg. % of fund
0.66%
First filed
2023 Q4
Last filed
2024 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 9,118 +1,643 +22.0% 0.50% $802K $83.01
2024 Q3 ADDED 7,475 +103 +1.4% 0.47% $689K $91.96
2024 Q2 ADDED 7,372 +350 +5.0% 0.58% $677K $85.20
2024 Q1 REDUCED 7,022 -4,556 -39.4% 0.62% $664K $86.95
2023 Q4 INITIATED 11,578 — — 1.13% $1.1M —
% 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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