QUAL ISHARES TR

Ownership history in TNF LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which TNF LLC reported a position in ISHARES TR (QUAL). 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
5.76% (2023 Q2)
Avg. % of fund
5.03%
First filed
2023 Q1
Last filed
2024 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 81,688 -610 -0.7% 5.29% $14.7M $176.62
2024 Q2 ADDED 82,298 +25,730 +45.5% 5.11% $13.9M $167.69
2024 Q1 REDUCED 56,568 -28,616 -33.6% 3.53% $8.9M $161.07
2023 Q4 ADDED 85,184 +6,122 +7.7% 5.16% $13.0M $143.88
2023 Q3 REDUCED 79,062 -18,843 -19.2% 4.88% $10.5M $128.39
2023 Q2 ADDED 97,905 +1,857 +1.9% 5.76% $13.2M $130.89
2023 Q1 INITIATED 96,048 5.45% $12.1M $120.05
% of Fund (quarterly)    QUAL price (monthly, adj. close)
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