ISHARES TR

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

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2025
Shares 4,405 Value ($000) $384 Avg Close Range
Q3 2025
Shares 6,632 Value ($000) $593 Avg Close Range
Q2 2025
Shares 7,309 Value ($000) $645 Avg Close Range
Q1 2025
Shares 7,271 Value ($000) $662 Avg Close Range
Q4 2024
Shares 5,284 Value ($000) $461 Avg Close Range
Q3 2024
Shares 7,889 Value ($000) $774 Avg Close Range
Q2 2024
Shares 5,534 Value ($000) $508 Avg Close Range
Q1 2024
Shares 3,627 Value ($000) $343 Avg Close Range
Q4 2023
Shares 2,990 Value ($000) $296 Avg Close Range
Q3 2023
Shares 5,189 Value ($000) $460 Avg Close Range
Q2 2023
Shares 2,645 Value ($000) $272 Avg Close Range