TLT ISHARES BARCLAYS 20 YEAR TREAS

Ownership history in Windham Capital Management, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Windham Capital Management, LLC reported a position in ISHARES BARCLAYS 20 YEAR TREAS (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
3.03% (2020 Q2)
Avg. % of fund
0.62%
First filed
2020 Q2
Last filed
2024 Q3
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 UNCHANGED 16,449 0% 1.18% $1.5M $91.96
2024 Q2 UNCHANGED 16,449 0% 1.18% $1.5M $85.20
2024 Q1 REDUCED 16,449 -256 -1.5% 1.23% $1.6M $86.95
2023 Q4 ADDED 16,705 +4,878 +41.2% 0.61% $1.7M $90.29
2023 Q3 ADDED 11,827 +648 +5.8% 0.42% $1.0M $79.94
2023 Q2 REDUCED 11,179 -6,482 -36.7% 0.44% $1.2M $92.00
2023 Q1 REDUCED 17,661 -399 -2.2% 0.75% $1.9M $94.34
2022 Q4 ADDED 18,060 +16,006 +779.3% 0.69% $1.8M $87.85
2022 Q1 UNCHANGED 2,054 0% 0.06% $271K $114.18
2021 Q4 UNCHANGED 2,054 0% 0.06% $304K $127.76
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TLT price (monthly, adj. close)
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