Blue Bell Private Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Blue Bell Private 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	-221	Closed	-$21.7K	–	704
2024 Q3	$21.7K	Sell	221 -50	-18%	-$4.82K	﹤0.01%	461
2024 Q2	$24.9K	Hold	271	–	–	0.01%	440
2024 Q1	$25.6K	Sell	271 -1,807	-87%	-$171K	0.01%	435
2023 Q4	$205K	Buy	2,078 +1,999	+2,530%	+$181K	0.05%	162
2023 Q3	$7.01K	Hold	79	–	–	﹤0.01%	467
2023 Q2	$8.13K	Buy	+79	New	+$8.2K	﹤0.01%	441

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

Blue Bell Private Wealth Management's TLT Position: Q4 2024 in Review

Blue Bell Private Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024, closing a stake of 221 shares — an estimated $21.7K sold.

Blue Bell Private Wealth Management first reported a position in TLT in Q2 2023 and held it in 6 quarters. The position peaked at $205K in Q4 2023. 1,226 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

Blue Bell Private Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 221 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $21.7K.
Blue Bell Private Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and held it in 6 quarters.
Blue Bell Private Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $205K in Q4 2023.
1,226 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.