Dakota Wealth Management
Position in TLT — iShares 20+ Year Treasury Bond ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in TLT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 TLT | $20,507,646 | 236,563 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 TLT | $18,189,769 | 208,694 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 TLT | $12,980,635 | 145,246 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 TLT | $11,758,341 | 133,239 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 TLT | $8,861,315 | 97,345 | Shares | Sole | 2025-05-02 | |
| 2024-03-31 TLT | $224,249 | 2,370 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 TLT | $262,229 | 2,652 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 TLT | $375,158 | 4,230 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 TLT | $5,032,633 | 48,889 | Shares | Sole | 2023-07-31 | |
| 2022-09-30 TLT | $364,823 | 3,561 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 TLT | $3,318,938 | 28,893 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 TLT | $582,208 | 4,408 | Shares | Other | 2022-05-13 | |
| 2021-12-31 TLT | $451,978 | 3,050 | Shares | Other | 2022-02-10 | |
| 2021-09-30 TLT | $453,164 | 3,140 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||