ISHARES TR

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

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 14,638 Value ($000) $1,276 Avg Close Range
Q3 2025
Shares 15,486 Value ($000) $1,384 Avg Close Range
Q2 2025
Shares 16,164 Value ($000) $1,427 Avg Close Range
Q4 2024
Shares 56,723 Value ($000) $4,945 Avg Close Range
Q3 2024
Shares 69,493 Value ($000) $6,817 Avg Close Range
Q2 2024
Shares 247,405 Value ($000) $6 Avg Close Range
Q1 2024
Shares 70,161 Value ($000) $7 Avg Close Range
Q4 2023
Shares 65,203 Value ($000) $6 Avg Close Range
Q3 2023
Shares 61,433 Value ($000) $5 Avg Close Range
Q2 2023
Shares 9,878 Value ($000) $1,017 Avg Close Range
Q1 2023
Shares 9,472 Value ($000) $1,047 Avg Close Range
Q3 2022
Shares 44,738 Value ($000) $4,581 Avg Close Range
Q2 2022
Shares 40,278 Value ($000) $4,749 Avg Close Range
Q1 2022
Shares 24,608 Value ($000) $3,165 Avg Close Range
Q4 2021
Shares 15,548 Value ($000) $2,301 Avg Close Range
Q3 2021
Shares 18,010 Value ($000) $2,616 Avg Close Range
Q2 2021
Shares 7,063 Value ($000) $1,019 Avg Close Range
Q1 2021
Shares 6,029 Value ($000) $916 Avg Close Range
Q4 2020
Shares 6,029 Value ($000) $916 Avg Close Range
Q3 2020
Shares 7,043 Value ($000) $1,150 Avg Close Range
Q2 2020
Shares 6,346 Value ($000) $1,040 Avg Close Range
Q1 2020
Shares 9,159 Value ($000) $1,520 Avg Close Range
Q4 2019
Shares 8,385 Value ($000) $1,136 Avg Close Range
Q3 2019
Shares 7,152 Value ($000) $1,023 Avg Close Range
Q2 2019
Shares 4,741 Value ($000) $630 Avg Close Range
Q1 2019
Shares 4,741 Value ($000) $599 Avg Close Range
Q4 2018
Shares 27,265 Value ($000) $3,312 Avg Close Range