TLT — ISHARES TR

Ownership history in Spectrum Planning & Advisory Services Inc.  ·  10 quarters on record

AI Ownership Summary

Spectrum Planning & Advisory Services Inc. reported ISHARES TR (TLT) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.95% in 2024 Q2. The latest visible filing shows TLT at 1.52% 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 Spectrum Planning & Advisory Services Inc.'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
2026 Q1

TLT was reported at 1.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.95% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 Spectrum Planning & Advisory Services Inc. fund profile Spectrum Planning & Advisory Services Inc. full holdings
How Spectrum Planning & Advisory Services Inc. held TLT — position size vs. price
% of Fund (quarterly)    TLT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 35,400 +8,863 +33.4% 1.52% $3.1M 2026-04-16 $86.28
2025 Q4 ADDED 26,537 +7,092 +36.5% 1.19% $2.3M 2026-02-10 $87.89
2025 Q3 ADDED 19,445 +14,384 +284.2% 0.98% $1.7M 2025-11-13 $87.74
2025 Q2 REDUCED 5,061 -8,006 -61.3% 0.29% $447K 2025-07-15 $82.23
2025 Q1 REDUCED 13,067 -688 -5.0% 0.99% $1.2M 2025-04-22 $82.73
2024 Q4 REDUCED 13,755 -2,557 -15.7% 1.04% $1.2M 2025-01-22 $82.85
2024 Q3 REDUCED 16,312 -5,272 -24.4% 1.54% $1.6M 2024-11-08 $86.93
2024 Q2 ADDED 21,584 +17,930 +490.7% 1.95% $2.0M 2024-07-18 $86.70
2023 Q4 ADDED 3,654 +329 +9.9% 0.51% $361K 2024-01-18 $85.30
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TLT

As of 2026 Q1 — sorted by position size

CULTIVAR CAPITAL, INC. 8.61% SJBENEN ADVISORY, LLC 8.13% Braun-Bostich & Associates Inc. 3Y 7Y 5.85% Bell Investment Advisors, Inc 3Y 5.78% Quaker Wealth Management, LLC 3Y 5.53% BOS Asset Management, LLC 3Y 4.61% AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 3Y 4.41% CPR Investments Inc. 3Y 4.09% PMV Capital Advisers, LLC 4.07% Third View Private Wealth, LLC 4.06%

FAQ About Spectrum Planning & Advisory Services Inc. and TLT

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

How long has Spectrum Planning & Advisory Services Inc. reported owning TLT?

Spectrum Planning & Advisory Services Inc. reported TLT across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TLT position in Spectrum Planning & Advisory Services Inc.'s portfolio?

The largest reported portfolio weight for TLT was 1.95% in 2024 Q2.

What is the latest reported TLT position on this page?

The most recent filing on this page is 2026 Q1, when Spectrum Planning & Advisory Services Inc. reported 35,400 shares, equal to 1.52% of portfolio, with an estimated market value of $3.1M.

What does the chart on this TLT ownership page compare?

The chart compares Spectrum Planning & Advisory Services Inc.'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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