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Aspen Wealth Strategies’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Aspen Wealth Strategies’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
-6,370
Closed -$625K – 87
2024
Q3 		$625K Buy
6,370
+47
+0.7% +$4.53K 0.4% 35
2024
Q2 		$596K Sell
6,323
-92
-1% -$8.38K 0.41% 34
2024
Q1 		$607K Buy
6,415
+31
+0.5% +$2.93K 0.42% 35
2023
Q4 		$631K Buy
+6,384
New +$577K 0.46% 37

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Aspen Wealth Strategies's TLT Position: Q4 2024 in Review

Aspen Wealth Strategies sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024, closing a stake of 6,370 shares — an estimated $625K sold.

Aspen Wealth Strategies first reported a position in TLT in Q4 2023 and held it in 4 quarters. The position peaked at $631K in Q4 2023. 1,226 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

  • Aspen Wealth Strategies reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Aspen Wealth Strategies sold 6,370 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $625K.
  • Aspen Wealth Strategies first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 4 quarters.
  • Aspen Wealth Strategies's iShares 20+ Year Treasury Bond ETF position peaked at $631K in Q4 2023.
  • 1,226 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Aspen Wealth Strategies's 13F filing for Q4 2024, filed 10 Feb 2025.