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Atlas Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Atlas Financial Advisors’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 		$2.04M Sell
23,398
-5,995
-20% -$552K 3.19% 7
2024
Q3 		$2.88M Buy
29,393
+16
+0.1% +$1.54K 4.56% 6
2024
Q2 		$2.7M Sell
29,377
-4,161
-12% -$379K 4.46% 7
2024
Q1 		$3.17M Sell
33,538
-2,021
-6% -$191K 4.93% 6
2023
Q4 		$3.52M Sell
35,559
-85,612
-71% -$7.74M 5.75% 7
2023
Q3 		$10.7M Sell
121,171
-4,233
-3% -$407K 8.4% 5
2023
Q2 		$12.9M Buy
125,404
+57,551
+85% +$5.97M 18.16% 3
2023
Q1 		$7.22M Sell
67,853
-934
-1% -$97.7K 9.75% 5
2022
Q4 		$6.85M Buy
68,787
+21,928
+47% +$2.21M 9.43% 5
2022
Q3 		$4.8M Sell
46,859
-28,434
-38% -$3.2M 7.86% 5
2022
Q2 		$8.65M Sell
75,293
-5,752
-7% -$677K 9.88% 4
2022
Q1 		$10.7M Sell
81,045
-60,416
-43% -$8.33M 10.77% 5
2021
Q4 		$21M Buy
+141,461
New +$20.8M 19.58% 3

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Atlas Financial Advisors's TLT Position: Q4 2024 in Review

Atlas Financial Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 20% in Q4 2024, selling an estimated $552K and leaving 23,398 shares worth $2.04M. The position accounts for 3.19% of the portfolio, ranked #7.

Atlas Financial Advisors first reported a position in TLT in Q4 2021 and has held it in 13 quarters since. The position peaked at $21M in Q4 2021. 1,219 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

  • Atlas Financial Advisors held 23,398 shares of iShares 20+ Year Treasury Bond ETF worth $2.04M as of Q4 2024.
  • Atlas Financial Advisors sold 5,995 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $552K.
  • iShares 20+ Year Treasury Bond ETF made up 3.19% of Atlas Financial Advisors's portfolio in Q4 2024, its #7 holding.
  • Atlas Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and has held it in 13 quarters since.
  • Atlas Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $21M in Q4 2021.
  • 1,219 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.