TLT — ISHARES TR

Ownership history in Tactive Advisors, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Tactive Advisors, LLC 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
1.25% (2025 Q2)
Avg. % of fund
0.58%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 8,139 -35,683 -81.4% 0.21% $727K $87.45
2025 Q2 ADDED 43,822 +38,472 +719.1% 1.25% $3.9M $85.39
2024 Q1 INITIATED 5,350 — — 0.27% $506K —
% 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%
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