TLT — ISHARES TR

Ownership history in WJ Interests, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which WJ Interests, LLC reported a position in ISHARES TR (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
6.02% (2025 Q4)
Avg. % of fund
5.91%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 160,471 -121 -0.1% 6.02% $14.0M $86.54
2025 Q3 INITIATED 160,592 — — 5.80% $14.4M $87.45
% of Fund (quarterly)    TLT price (monthly, adj. close)

Other funds also holding TLT

As of 2025 Q4 — sorted by position size

Greenhaven Road Investment Management, L.P. 3Y 61.14% Cadence Wealth Management LLC 3Y 24.19% LONESTAR CAPITAL MANAGEMENT LLC 3Y 7Y 18.15% PINNBROOK CAPITAL MANAGEMENT LP 3Y 15.73% Glenorchy Capital Ltd 13.02% Kiker Wealth Management, LLC 10.2% INSIGHT 2811, INC. 3Y 7Y 9.85% Eddie Patel Inc 9.29% Ally Financial Inc. 3Y 7Y 9.29% Rafferty Asset Management, LLC 3Y 7Y 9.15%
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