American Institute for Advanced Investment Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

American Institute for Advanced Investment 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	-3,060	Closed	-$300K	–	143
2024 Q3	$300K	Buy	+3,060	New	+$295K	0.21%	109
2021 Q1	–	Sell	-9,539	Closed	-$1.5M	–	115
2020 Q4	$1.5M	Sell	9,539 -11,210	-54%	-$1.78M	1.21%	28
2020 Q3	$3.39M	Buy	20,749 +564	+3%	+$93.5K	3.04%	5
2020 Q2	$3.31M	Buy	20,185 +972	+5%	+$160K	3.12%	4
2020 Q1	$3.17M	Buy	19,213 +3,875	+25%	+$578K	3.44%	4
2019 Q4	$2.08M	Buy	+15,338	New	+$2.13M	2.01%	13

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

American Institute for Advanced Investment Management's TLT Position: Q4 2024 in Review

American Institute for Advanced Investment Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024, closing a stake of 3,060 shares — an estimated $300K sold.

American Institute for Advanced Investment Management first reported a position in TLT in Q4 2019 and held it in 6 quarters. The position peaked at $3.39M in Q3 2020. 1,220 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

American Institute for Advanced Investment Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
American Institute for Advanced Investment Management sold 3,060 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $300K.
American Institute for Advanced Investment Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and held it in 6 quarters.
American Institute for Advanced Investment Management's iShares 20+ Year Treasury Bond ETF position peaked at $3.39M in Q3 2020.
1,220 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on American Institute for Advanced Investment Management's 13F filing for Q4 2024, filed 23 Jan 2025.