Coppell Advisory Solutions’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Coppell Advisory Solutions’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	-3,746	Closed	-$329K	–	1715
2024 Q4	$329K	Buy	3,746 +1,589	+74%	+$146K	0.05%	205
2024 Q3	$213K	Sell	2,157 -5,018	-70%	-$484K	0.03%	271
2024 Q2	$659K	Buy	+7,175	New	+$654K	0.11%	136
2023 Q4	$601K	Buy	6,081 +5,612	+1,197%	+$507K	0.12%	145
2023 Q3	$46.7K	Sell	469 -1,671	-78%	-$161K	0.02%	323
2023 Q2	$218K	Sell	2,140 -2,962	-58%	-$307K	0.06%	182
2023 Q1	$536K	Buy	5,102 +4,633	+988%	+$485K	0.18%	123
2022 Q4	$46.7K	Buy	+469	New	+$47.3K	0.02%	326
2020 Q4	$534K	Buy	+3,383	New	+$537K	0.27%	96

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 New York $157B AUM 32.99% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Fidelity Investments

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