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

Clearview 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
-8,131
Closed -$710K – 104
2024
Q4 		$710K Sell
8,131
-955
-11% -$87.9K 0.54% 39
2024
Q3 		$891K Buy
9,086
+807
+10% +$77.8K 0.69% 31
2024
Q2 		$760K Sell
8,279
-18,554
-69% -$1.69M 0.66% 35
2024
Q1 		$2.54M Buy
26,833
+19,972
+291% +$1.89M 2.59% 7
2023
Q4 		$678K Buy
6,861
+767
+13% +$69.3K 0.79% 46
2023
Q3 		$540K Sell
6,094
-16,281
-73% -$1.56M 0.67% 57
2023
Q2 		$2.3M Buy
+22,375
New +$2.32M 2.34% 7
2023
Q1 		– Sell
-12
Closed -$1.2K – 708
2022
Q4 		$1.2K Sell
12
-102
-89% -$10.3K ﹤0.01% 516
2022
Q3 		$12K Sell
114
-16
-12% -$1.8K 0.01% 317
2022
Q2 		$15K Buy
130
+1
+0.8% +$118 0.01% 314
2022
Q1 		$17K Hold
129
– – 0.01% 320
2021
Q4 		$19K Hold
129
– – 0.01% 341
2021
Q3 		$19K Buy
129
+1
+0.8% +$148 0.01% 347
2021
Q2 		$19K Sell
128
-232
-64% -$32.4K 0.01% 351
2021
Q1 		$49K Buy
360
+77
+27% +$11.2K 0.03% 230
2020
Q4 		$45K Buy
+283
New +$44.9K 0.03% 206

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

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

Clearview Wealth Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 8,131 shares — an estimated $710K sold.

Clearview Wealth Advisors first reported a position in TLT in Q4 2020 and held it in 16 quarters. The position peaked at $2.54M in Q1 2024. 1,179 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

  • Clearview Wealth Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Clearview Wealth Advisors sold 8,131 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $710K.
  • Clearview Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and held it in 16 quarters.
  • Clearview Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $2.54M in Q1 2024.
  • 1,179 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on Clearview Wealth Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.