Form 13-F position report

ISHARES BARCLAYS 20+ YEAR TREA

Reported by INSIGHT 2811 INC

TLT CUSIP 464287432 Manager CIK 0001334952

Reported 14,521 shares, down 2,313 (13.7%) from the prior quarter.

Reported value -23.1%; share count -13.7% vs. the prior quarter.

Reduced
% of reported 13F value 1.14% This manager · Q1 2022
Shares 14,521 Quarter-end amount reported
Reported value $1,918,000 Fair value at quarter end
Consecutive quarters held 13 Through Q1 2022

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

772 managers reported ISHARES BARCLAYS 20+ YEAR TREA for Q1 2022.

Managers reporting ISHARES BARCLAYS 20+ YEAR TREA in Q1 2022.
Manager Activity Shares Change % of reported 13F Reported value Tenure
MORGAN STANLEY Added 18,984,160 +13,484,255 0.34% $2,507,428,000 36 qtrs
FMR LLC Reduced 11,751,168 -1,733,777 0.12% $1,552,095,000 31 qtrs
Bank of America Corporation Added 10,758,405 +6,982 0.14% $1,420,969,000 36 qtrs
Barclays PLC Reduced 5,927,876 -4,743,940 0.61% $782,955,000 36 qtrs
Nan Shan Life Insurance Co Ltd Unchanged 4,024,679 0 9.31% $531,580,000 3 qtrs
UBS Group AG Added 3,892,609 +2,601,991 0.17% $514,136,000 30 qtrs
TD Asset Management Inc Reduced 3,884,075 -547,638 0.47% $513,009,000 36 qtrs
ENVESTNET ASSET MANAGEMENT INC Reduced 3,279,021 -157,862 0.22% $433,093,000 36 qtrs
CITADEL ADVISORS LLC New 3,151,731 +3,151,731 0.09% $416,281,000 22 qtrs
BlackRock Inc Reduced 2,966,673 -19,141 0.01% $391,838,000 32 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2022
Filed
May 06, 2022
Filing type
13F-HR
Position type
20 YR TR BD ETF

Voting authority reported

Sole
14,521
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

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.