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BCWM
Bartlett & Co Wealth Management’s
iShares 20+ Year Treasury Bond ETF
TLT
Stock Holding History
Bartlett & Co 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
2026
Q1
$3.84K
Hold
45
–
–
﹤0.01%
1045
2025
Q4
$3.92K
Hold
45
–
–
﹤0.01%
1046
2025
Q3
$4.02K
Hold
45
–
–
﹤0.01%
1033
2025
Q2
$3.97K
Hold
45
–
–
﹤0.01%
1025
2025
Q1
$4.1K
Hold
45
–
–
﹤0.01%
1009
2024
Q4
$3.93K
Hold
45
–
–
﹤0.01%
996
2024
Q3
$4.42K
Hold
45
–
–
﹤0.01%
984
2024
Q2
$4.13K
Hold
45
–
–
﹤0.01%
1003
2024
Q1
$4.26K
Hold
45
–
–
﹤0.01%
988
2023
Q4
$4.49K
Hold
45
–
–
﹤0.01%
1088
2023
Q3
$3.99K
Buy
+45
New
+$4.33K
﹤0.01%
1019
2023
Q1
–
Sell
-28
Closed
-$2.79K
–
1105
2022
Q4
$2.79K
Sell
28
-16
-36%
-$1.61K
﹤0.01%
989
2022
Q3
$4.51K
Buy
+44
New
+$4.95K
﹤0.01%
943
2021
Q4
–
Sell
-25
Closed
-$3.61K
–
843
2021
Q3
$3.61K
Hold
25
–
–
﹤0.01%
799
2021
Q2
$3.61K
Hold
25
–
–
﹤0.01%
792
2021
Q1
$3.39K
Hold
25
–
–
﹤0.01%
824
2020
Q4
$3.94K
Buy
+25
New
+$3.97K
﹤0.01%
829
2018
Q2
–
Sell
-79
Closed
-$9.63K
–
776
2018
Q1
$9.63K
Buy
+79
New
+$9.54K
﹤0.01%
612
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$376B AUM
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1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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