TLT — ISHARES TR

Ownership history in Refined Wealth Management  ·  12 quarters on record

This page tracks every 13F SEC filing in which Refined 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
7.15% (2023 Q1)
Avg. % of fund
5.35%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 58,006 -956 -1.6% 3.40% $5.1M $86.54
2025 Q3 ADDED 58,962 +1,936 +3.4% 3.39% $5.3M $87.45
2025 Q2 ADDED 57,026 +96 +0.2% 3.46% $5.0M $85.39
2025 Q1 REDUCED 56,930 -28,907 -33.7% 4.24% $5.2M $87.11
8 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% 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%
← Back to Refined Wealth Management Holdings