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

Aspire 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
Q3 		$135K Sell
1,375
-465
-25% -$44.8K 0.07% 112
2024
Q2 		$169K Buy
1,840
+78
+4% +$7.11K 0.1% 100
2024
Q1 		$167K Sell
1,762
-171
-9% -$16.2K 0.1% 102
2023
Q4 		$191K Buy
1,933
+4
+0.2% +$361 0.13% 93
2023
Q3 		$171K Buy
1,929
+1,918
+17,436% +$184K 0.13% 94
2023
Q2 		$1.18K Hold
11
– – ﹤0.01% 180
2023
Q1 		$1.21K Sell
11
-636
-98% -$66.5K ﹤0.01% 177
2022
Q4 		$64.4K Buy
647
+6
+0.9% +$605 0.06% 117
2022
Q3 		$66K Sell
641
-626
-49% -$70.5K 0.06% 107
2022
Q2 		$145K Buy
1,267
+883
+230% +$104K 0.13% 92
2022
Q1 		$51K Sell
384
-24
-6% -$3.31K 0.04% 119
2021
Q4 		$61K Buy
+408
New +$60.1K 0.05% 114

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Aspire Wealth Management's TLT Position: Q3 2024 in Review

Aspire Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 25% in Q3 2024, selling an estimated $44.8K and leaving 1,375 shares worth $135K. The position accounts for 0.07% of the portfolio, ranked #112.

Aspire Wealth Management first reported a position in TLT in Q4 2021 and has held it in 12 quarters since. The position peaked at $191K in Q4 2023. 1,184 funds tracked by Wall St. Rank hold TLT as of Q3 2024.

  • Aspire Wealth Management held 1,375 shares of iShares 20+ Year Treasury Bond ETF worth $135K as of Q3 2024.
  • Aspire Wealth Management sold 465 iShares 20+ Year Treasury Bond ETF shares in Q3 2024, an estimated $44.8K.
  • iShares 20+ Year Treasury Bond ETF made up 0.07% of Aspire Wealth Management's portfolio in Q3 2024, its #112 holding.
  • Aspire Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and has held it in 12 quarters since.
  • Aspire Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $191K in Q4 2023.
  • 1,184 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.