9258 Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

9258 Wealth Management’s Portfolio TLT Stock Details TLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$210K	Buy	+2,143	New	+$207K	0.03%	338

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

9258 Wealth Management's TLT Position: Q3 2024 in Review

9258 Wealth Management opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2024: 2,143 shares worth $210K. The stake represents 0.03% of the portfolio and ranks #338 among its holdings.

1,189 funds tracked by Wall St. Rank hold TLT as of Q3 2024.

9258 Wealth Management held 2,143 shares of iShares 20+ Year Treasury Bond ETF worth $210K as of Q3 2024.
iShares 20+ Year Treasury Bond ETF was a new 9258 Wealth Management position in Q3 2024.
iShares 20+ Year Treasury Bond ETF made up 0.03% of 9258 Wealth Management's portfolio in Q3 2024, its #338 holding.
1,189 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.