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

Anchor Pointe 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	$1.88M	Buy	+21,388	New	+$1.97M	2.44%	12

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Anchor Pointe Wealth Management's TLT Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024: 21,388 shares worth $1.88M. The stake represents 2.44% of the portfolio and ranks #12 among its holdings.

1,225 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

Anchor Pointe Wealth Management held 21,388 shares of iShares 20+ Year Treasury Bond ETF worth $1.88M as of Q4 2024.
iShares 20+ Year Treasury Bond ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
iShares 20+ Year Treasury Bond ETF made up 2.44% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #12 holding.
1,225 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.