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Criterion Capital Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Criterion Capital 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
2024
Q4 		$47.6K Hold
519
– – 0.03% 140
2024
Q3 		$47.6K Hold
519
– – 0.03% 140
2024
Q2 		$47.6K Sell
519
-194
-27% -$17.7K 0.03% 140
2024
Q1 		$67.5K Sell
713
-77
-10% -$7.28K 0.05% 114
2023
Q4 		$78.1K Buy
+790
New +$71.4K 0.06% 102

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Criterion Capital Advisors's TLT Position: Q4 2024 in Review

Criterion Capital Advisors held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q4 2024 at 519 shares worth $47.6K. The position accounts for 0.03% of the portfolio, ranked #140.

Criterion Capital Advisors first reported a position in TLT in Q4 2023 and has held it in 5 quarters since. The position peaked at $78.1K in Q4 2023. 1,218 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

  • Criterion Capital Advisors held 519 shares of iShares 20+ Year Treasury Bond ETF worth $47.6K as of Q4 2024.
  • Criterion Capital Advisors left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q4 2024.
  • iShares 20+ Year Treasury Bond ETF made up 0.03% of Criterion Capital Advisors's portfolio in Q4 2024, its #140 holding.
  • Criterion Capital Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $78.1K in Q4 2023.
  • 1,218 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.