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

Avitas 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 		$7.74M Buy
88,639
+1,618
+2% +$149K 1.07% 23
2024
Q3 		$8.54M Buy
87,021
+1,585
+2% +$153K 1.2% 17
2024
Q2 		$7.84M Sell
85,436
-995
-1% -$90.7K 1.15% 18
2024
Q1 		$8.18M Buy
86,431
+1,154
+1% +$109K 1.24% 16
2023
Q4 		$8.43M Buy
+85,277
New +$7.71M 1.41% 13

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 $374B AUM 17.66% 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 $1.6B AUM 20.7% 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

Avitas Wealth Management's TLT Position: Q4 2024 in Review

Avitas Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.9% in Q4 2024, buying an estimated $149K and bringing the position to 88,639 shares worth $7.74M. The position accounts for 1.07% of the portfolio, ranked #23.

Avitas Wealth Management first reported a position in TLT in Q4 2023 and has held it in 5 quarters since. The position peaked at $8.54M in Q3 2024. 1,218 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

  • Avitas Wealth Management held 88,639 shares of iShares 20+ Year Treasury Bond ETF worth $7.74M as of Q4 2024.
  • Avitas Wealth Management bought 1,618 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $149K.
  • iShares 20+ Year Treasury Bond ETF made up 1.07% of Avitas Wealth Management's portfolio in Q4 2024, its #23 holding.
  • Avitas Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Avitas Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $8.54M in Q3 2024.
  • 1,218 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.