Form 13-F position report

ISHARES BARCLAYS 20+ YEAR TREA

Reported by INSIGHT 2811 INC

TLT CUSIP 464287432 Manager CIK 0001334952

Reported 0 shares, down 3,989 (100.0%) from the prior quarter.

Reported value -100.0%; share count -100.0% vs. the prior quarter.

Reduced
% of reported 13F value 0 This manager · Q3 2023
Shares 0 Quarter-end amount reported
Reported value $0 Fair value at quarter end
Consecutive quarters held 19 Through Q3 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-09-30 1828000
2021-12-31 2495000
2022-03-31 1918000
2022-06-30 1048000
2022-09-30 686000
2022-12-31 942000
2023-03-31 610670
2023-06-30 410628
2023-09-30 0
2023-12-31 5509495
2024-03-31 5280080
2024-06-30 4969520
2024-09-30 18906126
2024-12-31 22385823
2025-03-31 22234169
2025-06-30 22428914
2025-09-30 23258811
2025-12-31 22337975
2026-03-31 23507901
2026-06-30 23406166

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for ISHARES BARCLAYS 20+ YEAR TREA held by INSIGHT 2811 INC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 270,842 -330 (-0.1%) 9.05% $23,406,166 2026-08-11
Q1 2026 Added 271,172 +14,885 (5.8%) 9.83% $23,507,901 2026-05-07
Q4 2025 Reduced 256,287 -3,966 (-1.5%) 9.85% $22,337,975 2026-02-03
Q3 2025 Added 260,253 +6,101 (2.4%) 10.37% $23,258,811 2025-11-06
Q2 2025 Added 254,152 +9,901 (4.1%) 10.62% $22,428,914 2025-08-11
Q1 2025 Reduced 244,251 -12,085 (-4.7%) 11.27% $22,234,169 2025-05-12
Q4 2024 Added 256,336 +63,613 (33.0%) 11.53% $22,385,823 2025-02-11
Q3 2024 Added 192,723 +138,577 (255.9%) 9.41% $18,906,126 2024-11-06
Q2 2024 Reduced 54,146 -1,657 (-3.0%) 2.58% $4,969,520 2024-08-06
Q1 2024 Added 55,803 +84 (0.2%) 2.71% $5,280,080 2024-05-06
Q4 2023 New 55,719 +55,719 (0.0%) 3.0% $5,509,495 2024-02-12
Q3 2023 Reduced 0 -3,989 (-100.0%) 0 $0 2023-11-14
Q2 2023 Reduced 3,989 -1,752 (-30.5%) 0.22% $410,628 2023-08-04
Q1 2023 Reduced 5,741 -3,717 (-39.3%) 0.38% $610,670 2023-05-11
Q4 2022 Added 9,458 +2,765 (41.3%) 0.58% $942,000 2023-02-07
Q3 2022 Reduced 6,693 -2,433 (-26.7%) 0.46% $686,000 2022-11-14
Q2 2022 Reduced 9,126 -5,395 (-37.2%) 0.68% $1,048,000 2022-08-09
Q1 2022 Reduced 14,521 -2,313 (-13.7%) 1.14% $1,918,000 2022-05-06
Q4 2021 Added 16,834 +4,170 (32.9%) 1.42% $2,495,000 2022-02-01
Q3 2021 Added 12,664 +2,743 (27.6%) 1.08% $1,828,000 2021-11-04
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

1065 managers reported ISHARES BARCLAYS 20+ YEAR TREA for Q3 2023.

Managers reporting ISHARES BARCLAYS 20+ YEAR TREA in Q3 2023.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Bank of America Corporation Added 48,773,973 +9,243,236 0.48% $4,325,763,646 42 qtrs
MORGAN STANLEY Added 39,464,377 +6,505,853 0.36% $3,500,095,740 42 qtrs
Legacy Financial Group LLC New 33,019 +33,019 0.69% $2,928,427,000 1 qtr
ENVESTNET ASSET MANAGEMENT INC Added 16,120,505 +9,270,435 0.65% $1,429,727,600 42 qtrs
Rafferty Asset Management LLC Added 15,620,856 +2,352,314 8.14% $1,385,413,719 42 qtrs
BlackRock Inc Added 13,392,281 +4,741,787 0.03% $1,187,761,433 38 qtrs
SUSQUEHANNA INTERNATIONAL GROUP LLP Added 12,372,590 +4,745,698 0.23% $1,097,325,007 42 qtrs
UBS Group AG Reduced 8,573,509 -807,433 0.26% $760,384,512 36 qtrs
FMR LLC Reduced 7,964,204 -5,813,753 0.06% $706,345,235 37 qtrs
TD Asset Management Inc Reduced 7,716,217 -2,066,221 0.83% $684,351,286 42 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
September 30, 2023
Filed
November 14, 2023
Filing type
13F-HR
Position type
20 YR TR BD ETF

Voting authority reported

No voting-authority amounts were reported for this position. Voting authority is not required for reported call options.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.