Contravisory Investment Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Contravisory Investment 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	-3	Closed	-$262	–	447
2024 Q4	$262	Hold	3	–	–	﹤0.01%	388
2024 Q3	$294	Hold	3	–	–	﹤0.01%	341
2024 Q2	$275	Hold	3	–	–	﹤0.01%	345
2024 Q1	$284	Hold	3	–	–	﹤0.01%	344
2023 Q4	$297	Hold	3	–	–	﹤0.01%	358
2023 Q3	$266	Buy	+3	New	+$288	﹤0.01%	318

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

Contravisory Investment Management's TLT Position: Q1 2025 in Review

Contravisory Investment Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 3 shares — an estimated $262 sold.

Contravisory Investment Management first reported a position in TLT in Q3 2023 and held it in 6 quarters. The position peaked at $297 in Q4 2023. 1,186 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

Contravisory Investment Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Contravisory Investment Management sold 3 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $262.
Contravisory Investment Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and held it in 6 quarters.
Contravisory Investment Management's iShares 20+ Year Treasury Bond ETF position peaked at $297 in Q4 2023.
1,186 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on Contravisory Investment Management's 13F filing for Q1 2025, filed 10 Apr 2025.