Ownership history in Operose Advisors LLC · 5 quarters on record
This page tracks every 13F SEC filing in which Operose Advisors LLC reported a position in Ishares 20 Plus Year Treasury Bond Etf (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 485 | -286 | -37.1% | 0.01% | $43K | $87.45 |
| 2024 Q4 | UNCHANGED | 771 | — | 0% | 0.02% | $67K | $83.01 |
| 2024 Q3 | ADDED | 771 | +698 | +956.2% | 0.02% | $76K | $91.96 |
| 2024 Q2 | UNCHANGED | 73 | — | 0% | 0.00% | $7K | $85.20 |
| 2024 Q1 | INITIATED | 73 | — | — | 0.00% | $7K | — |
As of 2025 Q4 — sorted by position size