Ownership history in WEALTH ALLIANCE, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which WEALTH ALLIANCE, LLC reported a position in ISHARES TR 10-20 YR TRS ETF (TLH). 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 | REDUCED | 88,873 | -2,770 | -3.0% | 0.88% | $9.0M | $100.96 |
| 2025 Q3 | ADDED | 91,643 | +28,859 | +46.0% | 0.97% | $9.4M | $100.84 |
| 2025 Q2 | ADDED | 62,784 | +14,468 | +29.9% | 0.71% | $6.4M | $98.39 |
| 2025 Q1 | ADDED | 48,316 | +41,511 | +610.0% | 0.61% | $5.0M | $99.42 |
| 2024 Q4 | REDUCED | 6,805 | -726 | -9.6% | 0.08% | $677K | $94.83 |
| 2024 Q3 | ADDED | 7,531 | +486 | +6.9% | 0.10% | $823K | $102.73 |
| 2024 Q2 | ADDED | 7,045 | +3,085 | +77.9% | 0.09% | $723K | $95.53 |
| 2024 Q1 | ADDED | 3,960 | +1,008 | +34.1% | 0.05% | $416K | $96.67 |
| 2023 Q4 | REDUCED | 2,952 | -13,083 | -81.6% | 0.04% | $320K | $99.00 |
| 2023 Q2 | ADDED | 16,035 | +339 | +2.2% | 0.27% | $1.8M | $98.89 |
As of 2025 Q4 — sorted by position size