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Dougherty Wealth Advisers’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Dougherty Wealth Advisers’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 		– Sell
-7
Closed -$687 – 113
2024
Q3 		$687 Hold
7
– – ﹤0.01% 109
2024
Q2 		$642 Hold
7
– – ﹤0.01% 110
2024
Q1 		$662 Hold
7
– – ﹤0.01% 110
2023
Q4 		$692 Hold
7
– – ﹤0.01% 126
2023
Q3 		$621 Hold
7
– – ﹤0.01% 123
2023
Q2 		$721 Hold
7
– – ﹤0.01% 122
2023
Q1 		$745 Hold
7
– – ﹤0.01% 129
2022
Q4 		$697 Hold
7
– – ﹤0.01% 129
2022
Q3 		$1K Hold
7
– – ﹤0.01% 133
2022
Q2 		$1K Buy
+7
New +$824 ﹤0.01% 123
2021
Q1 		– Sell
-100
Closed -$16K – 143
2020
Q4 		$16K Buy
+100
New +$15.9K 0.03% 131

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 $5.7T 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 $564B 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 $245B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return