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

Adams 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
Q4 		– Sell
-77,236
Closed -$7.58M – 122
2024
Q3 		$7.58M Buy
+77,236
New +$7.45M 1.63% 17
2021
Q1 		– Sell
-11,657
Closed -$1.84M – 73
2020
Q4 		$1.84M Buy
11,657
+2,816
+32% +$447K 1.16% 13
2020
Q3 		$1.44M Buy
+8,841
New +$1.47M 1.12% 12

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Adams Wealth Management's TLT Position: Q4 2024 in Review

Adams Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024, closing a stake of 77,236 shares — an estimated $7.58M sold.

Adams Wealth Management first reported a position in TLT in Q3 2020 and held it in 3 quarters. The position peaked at $7.58M in Q3 2024. 1,219 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

  • Adams Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Adams Wealth Management sold 77,236 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $7.58M.
  • Adams Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2020 and held it in 3 quarters.
  • Adams Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $7.58M in Q3 2024.
  • 1,219 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Adams Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.