BJL
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Brighton Jones LLC’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Brighton Jones LLC’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
2025
Q1 		– Sell
-2,747
Closed -$240K – 745
2024
Q4 		$240K Buy
2,747
+601
+28% +$55.3K 0.01% 595
2024
Q3 		$211K Buy
+2,146
New +$207K 0.01% 524
2024
Q1 		– Sell
-2,123
Closed -$210K – 654
2023
Q4 		$210K Buy
+2,123
New +$192K 0.01% 528
2023
Q1 		– Sell
-2,034
Closed -$203K – 537
2022
Q4 		$203K Sell
2,034
-283
-12% -$28.5K 0.01% 435
2022
Q3 		$237K Buy
+2,317
New +$261K 0.01% 380
2022
Q2 		– Sell
-1,643
Closed -$217K – 533
2022
Q1 		$217K Buy
+1,643
New +$227K 0.01% 458

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
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return