EWM
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Executive Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Executive Wealth 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
2024
Q4 		$1.48M Sell
16,908
-1,914
-10% -$176K 0.12% 127
2024
Q3 		$1.85M Buy
+18,822
New +$1.82M 0.14% 119
2024
Q1 		– Sell
-94,619
Closed -$9.36M – 255
2023
Q4 		$9.36M Buy
94,619
+13,284
+16% +$1.2M 0.88% 32
2023
Q3 		$7.21M Buy
81,335
+3,668
+5% +$353K 0.75% 48
2023
Q2 		$8M Sell
77,667
-891
-1% -$92.4K 0.83% 38
2023
Q1 		$8.36M Buy
78,558
+15,815
+25% +$1.65M 0.93% 27
2022
Q4 		$6.25M Buy
62,743
+57,141
+1,020% +$5.76M 0.77% 43
2022
Q3 		$5.6K Sell
5,602
-55,638
-91% -$6.26M 0.78% 42
2022
Q2 		$7.03M Buy
61,240
+8,840
+17% +$1.04M 0.95% 30
2022
Q1 		$6.92M Buy
52,400
+25,630
+96% +$3.54M 0.75% 46
2021
Q4 		$3.97M Buy
+26,770
New +$3.95M 0.39% 75
2020
Q2 		– Sell
-5,745
Closed -$947K – 137
2020
Q1 		$947K Buy
5,745
+1,153
+25% +$172K 0.17% 76
2019
Q4 		$622K Buy
4,592
+618
+16% +$86K 0.09% 110
2019
Q3 		$568K Buy
3,974
+670
+20% +$93.1K 0.09% 98
2019
Q2 		$439K Buy
3,304
+605
+22% +$76.8K 0.06% 127
2019
Q1 		$341K Sell
2,699
-20,803
-89% -$2.53M 0.06% 119
2018
Q4 		$2.86M Buy
+23,502
New +$2.72M 0.5% 43

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

Executive Wealth Management's TLT Position: Q4 2024 in Review

Executive Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 10% in Q4 2024, selling an estimated $176K and leaving 16,908 shares worth $1.48M. The position accounts for 0.12% of the portfolio, ranked #127.

Executive Wealth Management first reported a position in TLT in Q4 2018 and has held it in 17 quarters since. The position peaked at $9.36M in Q4 2023. 1,218 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

  • Executive Wealth Management held 16,908 shares of iShares 20+ Year Treasury Bond ETF worth $1.48M as of Q4 2024.
  • Executive Wealth Management sold 1,914 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $176K.
  • iShares 20+ Year Treasury Bond ETF made up 0.12% of Executive Wealth Management's portfolio in Q4 2024, its #127 holding.
  • Executive Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2018 and has held it in 17 quarters since.
  • Executive Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $9.36M in Q4 2023.
  • 1,218 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.