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

Certus 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	-15,493	Closed	-$1.38M	–	56
2024 Q4	$1.38M	Buy	15,493 +1,359	+10%	+$125K	0.92%	24
2024 Q3	$1.39M	Buy	14,134 +271	+2%	+$26.1K	0.97%	21
2024 Q2	$1.27M	Sell	13,863 -1,217	-8%	-$111K	0.97%	24
2024 Q1	$1.35M	Sell	15,080 -1,710	-10%	-$162K	1.08%	22
2023 Q4	$1.66M	Buy	16,790 +1,054	+7%	+$95.2K	1.41%	19
2023 Q3	$1.4M	Buy	+15,736	New	+$1.51M	1.33%	18

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

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

Certus Wealth Management's TLT Position: Q1 2025 in Review

Certus Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 15,493 shares — an estimated $1.38M sold.

Certus Wealth Management first reported a position in TLT in Q3 2023 and held it in 6 quarters. The position peaked at $1.66M in Q4 2023. 1,186 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

Certus Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Certus Wealth Management sold 15,493 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $1.38M.
Certus Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and held it in 6 quarters.
Certus Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $1.66M in Q4 2023.
1,186 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

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