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Almanack Investment Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Almanack Investment Partners’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
2025
Q1 		– Sell
-2,540
Closed -$222K – 195
2024
Q4 		$222K Sell
2,540
-90,772
-97% -$8.35M 0.03% 163
2024
Q3 		$9.15M Buy
93,312
+89,878
+2,617% +$8.67M 1.44% 16
2024
Q2 		$315K Sell
3,434
-46,140
-93% -$4.2M 0.05% 139
2024
Q1 		$4.69M Buy
+49,574
New +$4.69M 0.8% 30
2023
Q3 		– Sell
-21,423
Closed -$2.21M – 185
2023
Q2 		$2.21M Buy
+21,423
New +$2.22M 0.39% 30
2022
Q3 		– Sell
-23,587
Closed -$2.71M – 930
2022
Q2 		$2.71M Buy
23,587
+9,398
+66% +$1.11M 0.27% 64
2022
Q1 		$1.87M Sell
14,189
-344,634
-96% -$47.5M 0.16% 98
2021
Q4 		$53.2M Sell
358,823
-27,886
-7% -$4.11M 4.31% 4
2021
Q3 		$55.8M Buy
+386,709
New +$57.4M 4.91% 4
2021
Q2 		– Sell
-2,023
Closed -$274K – 482
2021
Q1 		$274K Sell
2,023
-5,080
-72% -$736K 0.03% 333
2020
Q4 		$1.12M Buy
7,103
+345
+5% +$54.8K 0.13% 106
2020
Q3 		$1.05M Buy
6,758
+3,418
+102% +$567K 0.13% 100
2020
Q2 		$548K Sell
3,340
-5,351
-62% -$881K 0.1% 117
2020
Q1 		$1.43M Sell
8,691
-2,724
-24% -$406K 0.31% 47
2019
Q4 		$1.55M Sell
11,415
-119,053
-91% -$16.6M 0.3% 51
2019
Q3 		$18.7M Sell
130,468
-6,928
-5% -$963K 3.62% 6
2019
Q2 		$18.2M Sell
137,396
-919
-0.7% -$117K 4.22% 4
2019
Q1 		$17.5M Buy
138,315
+8,669
+7% +$1.05M 4.95% 4
2018
Q4 		$15.8M Buy
129,646
+79,029
+156% +$9.15M 4.65% 4
2018
Q3 		$5.7M Buy
+50,617
New +$6.08M 1.5% 23
2018
Q1 		– Sell
-2,025
Closed -$266K – 207
2017
Q4 		$266K Buy
2,025
+81
+4% +$10.2K 0.11% 94
2017
Q3 		$243K Buy
1,944
+623
+47% +$78.3K 0.12% 79
2017
Q2 		$165K Buy
1,321
+25
+2% +$3.09K 0.09% 128
2017
Q1 		$156K Buy
+1,296
New +$156K 0.12% 118

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Almanack Investment Partners's TLT Position: Q1 2025 in Review

Almanack Investment Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 2,540 shares — an estimated $222K sold.

Almanack Investment Partners first reported a position in TLT in Q1 2017 and held it in 24 quarters. The position peaked at $55.8M in Q3 2021. 1,179 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

  • Almanack Investment Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Almanack Investment Partners sold 2,540 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $222K.
  • Almanack Investment Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2017 and held it in 24 quarters.
  • Almanack Investment Partners's iShares 20+ Year Treasury Bond ETF position peaked at $55.8M in Q3 2021.
  • 1,179 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on Almanack Investment Partners's 13F filing for Q1 2025, filed 25 Apr 2025.