Venture Visionary Partners LLC TLT ISHARES 20 PLS YEAR TREASURY BND ETF

Ownership history in Venture Visionary Partners LLC  ·  21 quarters on record

AI Ownership Summary

Venture Visionary Partners LLC reported ISHARES 20 PLS YEAR TREASURY BND ETF (TLT) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.63% in 2024 Q4. The latest visible filing shows TLT at 0.56% 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 Venture Visionary Partners LLC's position in ISHARES 20 PLS YEAR TREASURY BND ETF, 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 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.63% in 2024 Q4

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.

How Venture Visionary Partners LLC 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 13 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 194,536 +45,755 +30.8% 0.56% $16.9M 2026-05-14 $84.92
2025 Q4 ADDED 148,781 +147,781 +14778.1% 0.42% $13.0M 2026-02-13 $88.74
2025 Q3 REDUCED 99.3% -0.0% 1,000 -150,483 -99.3% 0.00% $89K 2025-10-06 $86.41
2025 Q3 ADDED 151,483 +20,992 +16.1% 0.46% $13.5M 2025-10-06 $86.41
2025 Q2 ADDED 130,491 +130,091 +32522.8% 0.43% $11.5M 2025-07-17 $82.02
2025 Q2 UNCHANGED 400 0% 0.00% $35K 2025-07-17 $82.02
2025 Q2 REDUCED 99.7% +2.7% 400 -127,268 -99.7% 0.00% $35K 2025-07-17 $82.02
2025 Q1 REDUCED 46.8% -2.0% 127,668 -112,154 -46.8% 0.49% $11.6M 2025-05-14 $81.62
2024 Q4 ADDED 239,822 +120,831 +101.5% 0.63% $20.9M 2025-02-12 $82.58
2024 Q3 ADDED 118,991 +26,161 +28.2% 0.51% $11.7M 2024-10-21 $86.07
2024 Q2 ADDED 92,830 +4,354 +4.9% 0.39% $8.5M 2024-08-13 $90.20
2024 Q1 ADDED 88,476 +15,051 +20.5% 0.40% $8.4M 2024-05-13 $82.95
2023 Q4 ADDED 73,425 +72,408 +7119.8% 0.39% $7.3M 2024-01-24 $84.58
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Venture Visionary Partners 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 Venture Visionary Partners LLC reported owning TLT?

Venture Visionary Partners LLC reported TLT across 13 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TLT position in Venture Visionary Partners LLC's portfolio?

The largest reported portfolio weight for TLT was 0.63% in 2024 Q4.

What is the latest reported TLT position on this page?

The most recent filing on this page is 2026 Q1, when Venture Visionary Partners LLC reported 194,536 shares, equal to 0.56% of portfolio, with an estimated market value of $16.9M.

What does the chart on this TLT ownership page compare?

The chart compares Venture Visionary Partners 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.

How well did Venture Visionary Partners LLC time their TLT position?

Based on 13F filing dates vs. subsequent TLT price moves, Venture Visionary Partners LLC correctly timed 10 out of 19 reported position changes (53%). The annualised alpha on TLT relative to SPY over the holding period was -10.8%.

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