TLT — ISHARES TR

Ownership history in Smith & Howard Wealth Management, LLC  ·  16 quarters on record

AI Ownership Summary

Smith & Howard Wealth Management, LLC reported ISHARES TR (TLT) in 16 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.88% in 2025 Q4. The latest visible filing shows TLT at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TLT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Smith & Howard Wealth Management, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TLT was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.88% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TLT stock page Smith & Howard Wealth Management, LLC fund profile Smith & Howard Wealth Management, LLC full holdings
How Smith & Howard Wealth Management, LLC held TLT — position size vs. price
% of Fund (quarterly)    TLT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 13 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 11,500 -20,500 -64.1% 0.24% $1.1M 2026-02-14 (Est.) $89.42
2025 Q4 REDUCED 32,000 -13,000 -28.9% 0.68% $3.0M 2026-02-14 (Est.) $89.42
2025 Q4 ADDED 45,000 +24,500 +119.5% 0.88% $3.9M 2026-02-14 (Est.) $89.42
2025 Q3 REDUCED 20,500 -11,500 -35.9% 0.45% $1.9M 2025-11-12 $88.82
2025 Q3 UNCHANGED 32,000 — 0% 0.66% $2.9M 2025-11-12 $88.82
2025 Q2 ADDED 32,000 +29,000 +966.7% 0.72% $2.8M 2025-07-15 $82.56
2025 Q1 REDUCED 3,000 -29,000 -90.6% 0.07% $270K 2025-04-23 $83.86
2025 Q1 ADDED 32,000 +2,000 +6.7% 0.79% $2.9M 2025-04-23 $83.86
2024 Q4 ADDED 30,000 +6,194 +26.0% 0.74% $2.6M 2025-02-07 $85.16
2024 Q3 UNCHANGED 23,806 — 0% 0.66% $2.3M 2024-10-23 $86.59
2024 Q2 ADDED 23,806 +20,806 +693.5% 0.65% $2.2M 2024-07-16 $87.70
2024 Q2 REDUCED 3,000 -4,000 -57.1% 0.10% $345K 2024-07-16 $87.70
2024 Q1 REDUCED 7,000 -6,000 -46.2% 0.20% $662K 2024-04-15 $81.95
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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% Pureheart Capital Pte Ltd. 22.74% LONESTAR CAPITAL MANAGEMENT LLC 3Y 7Y 18.15% PINNBROOK CAPITAL MANAGEMENT LP 3Y 15.73% Glenorchy Capital Ltd 13.02% Nan Shan Life Insurance Co., Ltd. 3Y 7Y 10.72% Kiker Wealth Management, LLC 10.2% INSIGHT 2811, INC. 3Y 7Y 9.85% Eddie Patel Inc 9.29%

FAQ About Smith & Howard Wealth Management, LLC and TLT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Smith & Howard Wealth Management, LLC reported owning TLT?

Smith & Howard Wealth Management, LLC reported TLT across 13 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported TLT position in Smith & Howard Wealth Management, LLC's portfolio?

The largest reported portfolio weight for TLT was 0.88% in 2025 Q4.

What is the latest reported TLT position on this page?

The most recent filing on this page is 2025 Q4, when Smith & Howard Wealth Management, LLC reported 11,500 shares, equal to 0.24% of portfolio, with an estimated market value of $1.1M.

What does the chart on this TLT ownership page compare?

The chart compares Smith & Howard Wealth Management, LLC's quarterly TLT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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