ISHARES TR

Ticker: TLT CUSIP: 464287432 Class: 20 YR TR BD ETF

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2024
Shares 2,310 Value ($000) $202 Avg Close Range
Q3 2024
Shares 3,592 Value ($000) $352 Avg Close Range
Q2 2024
Shares 3,713 Value ($000) $341 Avg Close Range
Q1 2024
Shares 3,577 Value ($000) $338 Avg Close Range
Q4 2023
Shares 3,659 Value ($000) $362 Avg Close Range
Q3 2023
Shares 3,382 Value ($000) $300 Avg Close Range
Q2 2023
Shares 2,382 Value ($000) $245 Avg Close Range
Q1 2023
Shares 2,733 Value ($000) $291 Avg Close Range
Q4 2022
Shares 3,997 Value ($000) $398 Avg Close Range
Q3 2022
Shares 4,131 Value ($000) $423 Avg Close Range
Q2 2022
Shares 4,390 Value ($000) $504 Avg Close Range
Q1 2022
Shares 3,997 Value ($000) $528 Avg Close Range
Q4 2021
Shares 3,308 Value ($000) $490 Avg Close Range
Q3 2021
Shares 2,841 Value ($000) $410 Avg Close Range
Q2 2021
Shares 3,095 Value ($000) $447 Avg Close Range
Q1 2021
Shares 2,899 Value ($000) $393 Avg Close Range
Q4 2020
Shares 2,842 Value ($000) $448 Avg Close Range
Q3 2020
Shares 2,956 Value ($000) $483 Avg Close Range
Q2 2020
Shares 2,988 Value ($000) $490 Avg Close Range
Q4 2019
Shares 107 Value ($000) $14 Avg Close Range
Q2 2019
Shares 7,019 Value ($000) $932 Avg Close Range
Q1 2019
Shares 7,225 Value ($000) $916 Avg Close Range
Q4 2017
Shares 3,359 Value ($000) $426 Avg Close Range