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Cassady Schiller Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Cassady Schiller 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 		$4.19K Hold
48
– – ﹤0.01% 445
2024
Q3 		$4.71K Hold
48
– – ﹤0.01% 351
2024
Q2 		$4.41K Hold
48
– – ﹤0.01% 355
2024
Q1 		$4.54K Buy
+48
New +$4.54K ﹤0.01% 378

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cassady Schiller Wealth Management's TLT Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q4 2024 at 48 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Cassady Schiller Wealth Management first reported a position in TLT in Q1 2024 and has held it in 4 quarters since. The position peaked at $4.71K in Q3 2024. 1,226 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

  • Cassady Schiller Wealth Management held 48 shares of iShares 20+ Year Treasury Bond ETF worth $4.19K as of Q4 2024.
  • Cassady Schiller Wealth Management left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q4 2024.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #445 holding.
  • Cassady Schiller Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • Cassady Schiller Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $4.71K in Q3 2024.
  • 1,226 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

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