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

Divergent 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
2024
Q3 		$1.07M Buy
10,869
+117
+1% +$11.3K 0.19% 13
2024
Q2 		$987K Buy
10,752
+887
+9% +$80.8K 0.19% 13
2024
Q1 		$933K Buy
9,865
+35
+0.4% +$3.31K 0.19% 14
2023
Q4 		$972K Buy
9,830
+6,208
+171% +$561K 0.2% 15
2023
Q3 		$321K Buy
3,622
+793
+28% +$76.2K 0.07% 25
2023
Q2 		$291K Buy
2,829
+147
+5% +$15.2K 0.06% 24
2023
Q1 		$285K Buy
2,682
+561
+26% +$58.7K 0.07% 25
2022
Q4 		$211K Buy
+2,121
New +$214K 0.05% 29

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Divergent Wealth Advisors's TLT Position: Q3 2024 in Review

Divergent Wealth Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.1% in Q3 2024, buying an estimated $11.3K and bringing the position to 10,869 shares worth $1.07M. The position accounts for 0.19% of the portfolio, ranked #13.

Divergent Wealth Advisors first reported a position in TLT in Q4 2022 and has held it in 8 quarters since. 1,184 funds tracked by Wall St. Rank hold TLT as of Q3 2024.

  • Divergent Wealth Advisors held 10,869 shares of iShares 20+ Year Treasury Bond ETF worth $1.07M as of Q3 2024.
  • Divergent Wealth Advisors bought 117 iShares 20+ Year Treasury Bond ETF shares in Q3 2024, an estimated $11.3K.
  • iShares 20+ Year Treasury Bond ETF made up 0.19% of Divergent Wealth Advisors's portfolio in Q3 2024, its #13 holding.
  • Divergent Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 8 quarters since.
  • 1,184 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2024.

Based on Divergent Wealth Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.