CAWM
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Capital A Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Capital A 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
2025
Q1 		– Sell
-12
Closed -$1.05K – 894
2024
Q4 		$1.05K Buy
+12
New +$1.1K ﹤0.01% 556

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 $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B 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 $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Capital A Wealth Management's TLT Position: Q1 2025 in Review

Capital A Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 12 shares — an estimated $1.05K sold.

Capital A Wealth Management first reported a position in TLT in Q4 2024 and held it in 1 quarter. The position peaked at $1.05K in Q4 2024. 1,179 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

  • Capital A Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 12 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $1.05K.
  • Capital A Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $1.05K in Q4 2024.
  • 1,179 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.