Buck Wealth Strategies, LLC TLT holdings history
ISHARES 20+ YEAR TREASURY BD · CUSIP 464287432 · CIK 1973259
As of 2026-06-30, Buck Wealth Strategies, LLC reported 1.07K TLT (shares), valued at $92.41K, or 0.01% of its reported non-derivative portfolio. Filed 2026-07-30.
Verify history & sources →Shares decreased 76.43%; reported value decreased 76.50%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.01% | 1,069 | SEC filing ↗Filed Jul 30, 2026 |
| Q1 2026 | 0.05% | 4,536 | SEC filing ↗Filed May 8, 2026 |
| Q4 2025 | 0.05% | 4,733 | SEC filing ↗Filed Feb 3, 2026 |
| Q3 2025 | 0.08% | 6,388 | SEC filing ↗Filed Nov 4, 2025 |
| Q2 2025 | 0.09% | 6,500 | SEC filing ↗Filed Aug 4, 2025 |
| Q1 2025 | 0.13% | 7,583 | SEC filing ↗Filed Apr 22, 2025 |
| Q4 2024 | 4.04% | 222,540 | SEC filing ↗Filed Jan 27, 2025 |
| Q3 2024 | 3.09% | 100,136 | SEC filing ↗Filed Nov 5, 2024 |
| Q2 2024 | 2.76% | 101,808 | SEC filing ↗Filed Aug 15, 2024 |
| Q1 2024 | 0.12% | 3,586 | SEC filing ↗Filed May 3, 2024 |
| Q4 2023 | 2.47% | 67,391 | SEC filing ↗Filed Jan 23, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.47% | 67,391 | $6.66M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 23, 2024 |
| Q1 2024 | 0.12% | 3,586 | $339.29K | Shares decreased 94.68%; reported value decreased 94.91%, and weight changed -2.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 3, 2024 |
| Q2 2024 | 2.76% | 101,808 | $9.34M | Shares increased 2739.04%; reported value increased 2654.03%, and weight changed +2.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 15, 2024 |
| Q3 2024 | 3.09% | 100,136 | $9.82M | Shares decreased 1.64%; reported value increased 5.13%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2024 |
| Q4 2024 | 4.04% | 222,540 | $19.43M | Shares increased 122.24%; reported value increased 97.84%, and weight changed +0.95 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2025 |
| Q1 2025 | 0.13% | 7,583 | $690.31K | Shares decreased 96.59%; reported value decreased 96.45%, and weight changed -3.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2025 |
| Q2 2025 | 0.09% | 6,500 | $573.64K | Shares decreased 14.28%; reported value decreased 16.90%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2025 |
| Q3 2025 | 0.08% | 6,388 | $570.92K | Shares decreased 1.72%; reported value decreased 0.47%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2025 |
| Q4 2025 | 0.05% | 4,733 | $412.55K | Shares decreased 25.91%; reported value decreased 27.74%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2026 |
| Q1 2026 | 0.05% | 4,536 | $393.21K | Shares decreased 4.16%; reported value decreased 4.69%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 0.01% | 1,069 | $92.41K | Shares decreased 76.43%; reported value decreased 76.50%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2026 |
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