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

Beaird Harris 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	–	Sell	-70	Closed	-$6.87K	–	537
2024 Q3	$6.87K	Buy	70 +44	+169%	+$4.24K	﹤0.01%	358
2024 Q2	$2.39K	Buy	+26	New	+$2.37K	﹤0.01%	517
2022 Q2	–	Sell	-241	Closed	-$32K	–	596
2022 Q1	$32K	Buy	241 +118	+96%	+$16.3K	0.01%	217
2021 Q4	$18K	Buy	+123	New	+$18.1K	0.01%	335

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Beaird Harris Wealth Management's TLT Position: Q4 2024 in Review

Beaird Harris Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024, closing a stake of 70 shares — an estimated $6.87K sold.

Beaird Harris Wealth Management first reported a position in TLT in Q4 2021 and held it in 4 quarters. The position peaked at $32K in Q1 2022. 1,226 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

Beaird Harris Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 70 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $6.87K.
Beaird Harris Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and held it in 4 quarters.
Beaird Harris Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $32K in Q1 2022.
1,226 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.