Accredited Investors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Accredited Investors’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 Q4	–	Sell	-2,303	Closed	-$226K	–	242
2024 Q3	$226K	Sell	2,303 -138	-6%	-$13.3K	0.01%	210
2024 Q2	$224K	Sell	2,441 -8,309	-77%	-$757K	0.01%	200
2024 Q1	$1.02M	Sell	10,750 -38,187	-78%	-$3.61M	0.07%	89
2023 Q4	$4.84M	Sell	48,937 -425,503	-90%	-$38.4M	0.34%	41
2023 Q3	$42.1M	Buy	474,440 +8,349	+2%	+$803K	3.16%	13
2023 Q2	$48M	Buy	466,091 +38,989	+9%	+$4.04M	3.42%	12
2023 Q1	$45.4M	Buy	427,102 +53,944	+14%	+$5.64M	3.45%	11
2022 Q4	$37.2M	Buy	+373,158	New	+$37.6M	3.14%	12

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Accredited Investors's TLT Position: Q4 2024 in Review

Accredited Investors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024, closing a stake of 2,303 shares — an estimated $226K sold.

Accredited Investors first reported a position in TLT in Q4 2022 and held it in 8 quarters. The position peaked at $48M in Q2 2023. 1,220 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

Accredited Investors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Accredited Investors sold 2,303 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $226K.
Accredited Investors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and held it in 8 quarters.
Accredited Investors's iShares 20+ Year Treasury Bond ETF position peaked at $48M in Q2 2023.
1,220 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Accredited Investors's 13F filing for Q4 2024, filed 13 Feb 2025.