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Financial Sense Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Financial Sense 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 		– Sell
-2,127
Closed -$209K – 134
2024
Q3 		$209K Buy
+2,127
New +$205K 0.06% 113
2024
Q2 		– Sell
-2,513
Closed -$238K – 133
2024
Q1 		$238K Sell
2,513
-7,080
-74% -$670K 0.08% 108
2023
Q4 		$949K Sell
9,593
-79
-0.8% -$7.14K 0.35% 64
2023
Q3 		$858K Sell
9,672
-6,530
-40% -$628K 0.36% 60
2023
Q2 		$1.67M Sell
16,202
-16,801
-51% -$1.74M 0.7% 45
2023
Q1 		$3.51M Buy
33,003
+19,811
+150% +$2.07M 1.55% 12
2022
Q4 		$1.31M Sell
13,192
-669,593
-98% -$67.5M 0.54% 50
2022
Q3 		$70M Buy
682,785
+284,658
+71% +$32M 29.56% 1
2022
Q2 		$45.7M Buy
+398,127
New +$46.9M 16.72% 1
2021
Q4 		– Sell
-136,079
Closed -$19.6M – 122
2021
Q3 		$19.6M Buy
+136,079
New +$20.2M 6.58% 2
2021
Q2 		– Sell
-2,500
Closed -$339K – 131
2021
Q1 		$339K Buy
+2,500
New +$362K 0.11% 88
2020
Q4 		– Sell
-4,288
Closed -$700K – 115
2020
Q3 		$700K Buy
4,288
+2,443
+132% +$405K 0.28% 57
2020
Q2 		$302K Sell
1,845
-66
-3% -$10.9K 0.11% 78
2020
Q1 		$315K Sell
1,911
-7,315
-79% -$1.09M 0.14% 75
2019
Q4 		$1.25M Sell
9,226
-133,864
-94% -$18.6M 0.46% 37
2019
Q3 		$20.5M Buy
143,090
+61,437
+75% +$8.54M 9.92% 2
2019
Q2 		$10.8M Sell
81,653
-54,973
-40% -$6.98M 4.77% 6
2019
Q1 		$17.3M Buy
+136,626
New +$16.6M 7.64% 4
2017
Q1 		– Sell
-3,865
Closed -$460K – 89
2016
Q4 		$460K Buy
+3,865
New +$484K 0.29% 50
2016
Q2 		– Sell
-2,335
Closed -$305K – 84
2016
Q1 		$305K Buy
+2,335
New +$299K 0.18% 62

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 $1.88B AUM 29.07% 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

Financial Sense Advisors's TLT Position: Q4 2024 in Review

Financial Sense Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024, closing a stake of 2,127 shares — an estimated $209K sold.

Financial Sense Advisors first reported a position in TLT in Q1 2016 and held it in 20 quarters. The position peaked at $70M in Q3 2022. 1,219 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

  • Financial Sense Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Sense Advisors sold 2,127 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $209K.
  • Financial Sense Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2016 and held it in 20 quarters.
  • Financial Sense Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $70M in Q3 2022.
  • 1,219 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Financial Sense Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.