Ownership history in TD PRIVATE CLIENT WEALTH LLC · 7 quarters on record
This page tracks every 13F SEC filing in which TD PRIVATE CLIENT WEALTH LLC reported a position in ISHARES TR 20 YR TREAS BD ETF (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 Q4 | ADDED | 700,484 | +67,126 | +10.6% | 1.30% | $61.1M | $86.54 |
| 2025 Q3 | ADDED | 633,358 | +73,807 | +13.2% | 1.27% | $56.6M | $87.45 |
| 2025 Q2 | ADDED | 559,551 | +28,468 | +5.4% | 1.21% | $49.4M | $85.39 |
| 2025 Q1 | ADDED | 531,083 | +37,681 | +7.6% | 1.33% | $48.3M | $87.11 |
| 2024 Q4 | ADDED | 493,402 | +49,045 | +11.0% | 1.21% | $43.1M | $83.01 |
| 2024 Q3 | ADDED | 444,357 | +440,426 | +11203.9% | 1.25% | $43.6M | $91.96 |
| 2024 Q2 | INITIATED | 3,931 | — | — | 0.03% | $533K | — |
As of 2025 Q4 — sorted by position size