Clarus Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Clarus Wealth Advisors’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	-4,160	Closed	-$355K	–	136
2024 Q4	$355K	Sell	4,160 -76	-2%	-$7K	0.18%	90
2024 Q3	$402K	Sell	4,236 -195	-4%	-$18.8K	0.2%	86
2024 Q2	$410K	Sell	4,431 -451	-9%	-$41.1K	0.22%	84
2024 Q1	$440K	Sell	4,882 -13,206	-73%	-$1.25M	0.25%	81
2023 Q4	$1.7M	Buy	+18,088	New	+$1.63M	1%	25
2023 Q2	$2.54M	Buy	25,686 +2,513	+11%	+$261K	1.55%	16
2023 Q1	$2.51M	Buy	23,173 +13,611	+142%	+$1.42M	1.58%	16
2022 Q4	$994K	Buy	+9,562	New	+$963K	0.65%	37
2020 Q3	–	Sell	-3,084	Closed	-$510K	–	136
2020 Q2	$510K	Buy	3,084 +514	+20%	+$84.6K	0.43%	48
2020 Q1	$433K	Buy	+2,570	New	+$383K	0.43%	70
2018 Q3	–	Sell	-15	Closed	-$2K	–	767
2018 Q2	$2K	Buy	+15	New	+$1.79K	﹤0.01%	684

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clarus Wealth Advisors's TLT Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 4,160 shares — an estimated $355K sold.

Clarus Wealth Advisors first reported a position in TLT in Q2 2018 and held it in 11 quarters. The position peaked at $2.54M in Q2 2023. 1,180 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

Clarus Wealth Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Clarus Wealth Advisors sold 4,160 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $355K.
Clarus Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2018 and held it in 11 quarters.
Clarus Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $2.54M in Q2 2023.
1,180 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.