Ownership history in PATTEN & PATTEN INC/TN · 7 quarters on record
This page tracks every 13F SEC filing in which PATTEN & PATTEN INC/TN 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 2,342 | -2,076 | -47.0% | 0.01% | $209K | $87.45 |
| 2025 Q2 | REDUCED | 4,418 | -364 | -7.6% | 0.03% | $390K | $85.39 |
| 2025 Q1 | REDUCED | 4,782 | -85 | -1.7% | 0.03% | $435K | $87.11 |
| 2024 Q4 | ADDED | 4,867 | +827 | +20.5% | 0.03% | $425K | $83.01 |
| 2024 Q3 | ADDED | 4,040 | +51 | +1.3% | 0.03% | $396K | $91.96 |
| 2024 Q2 | ADDED | 3,989 | +197 | +5.2% | 0.03% | $366K | $85.20 |
| 2024 Q1 | INITIATED | 3,792 | — | — | 0.03% | $359K | — |
As of 2025 Q4 — sorted by position size