ISHARES TR

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

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 26,427 Value ($000) $2,303 Avg Close Range
Q3 2025
Shares 24,167 Value ($000) $2,160 Avg Close Range
Q2 2025
Shares 24,330 Value ($000) $2,147 Avg Close Range
Q1 2025
Shares 37,235 Value ($000) $3,390 Avg Close Range
Q4 2024
Shares 11,922 Value ($000) $1,041 Avg Close Range
Q3 2024
Shares 36,671 Value ($000) $3,597 Avg Close Range
Q2 2024
Shares 18,679 Value ($000) $1,714 Avg Close Range
Q1 2024
Shares 3,053 Value ($000) $289 Avg Close Range
Q4 2023
Shares 4,035 Value ($000) $399 Avg Close Range
Q3 2023
Shares 2,582 Value ($000) $229 Avg Close Range