SEC 13F Intelligence

Usadvisors Wealth Management, LLC / TLT

Usadvisors Wealth Management, LLC’s Ishares Tr Position

Does Usadvisors Wealth Management, LLC own Ishares Tr (TLT)? Not currently — the last reported position was 55.0K shares worth $5M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q4 2024
Shares
55.0K
% of Portfolio
+1.56%
Quarters Held
9
position exited

Position History TLT

Reported value by quarter
Q1 ’20: $1MQ1 ’20Q2 ’20: $1MQ3 ’20: $1MQ3 ’20Q4 ’20: $1MQ4 ’23: $3MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ2 ’24Q3 ’24: $4MQ4 ’24: $5MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202455.0K$5M+1.56%
Q3 202443.9K$4M+1.51%
Q2 202440.6K$4M+1.31%
Q1 202437.6K$4M+1.34%
Q4 202334.6K$3M+1.42%
Q4 20207.4K$1M+0.56%
Q3 20207.0K$1M+0.18%
Q2 20207.2K$1M+0.63%
Q1 20208.2K$1M+0.83%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Usadvisors Wealth Management, LLC’s full portfolio or all institutional holders of TLT.