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Forbes Financial Planning’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Forbes Financial Planning’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
-6,234
Closed -$612K – 34
2024
Q3 		$612K Buy
6,234
+1,261
+25% +$122K 0.44% 24
2024
Q2 		$456K Buy
4,973
+1,823
+58% +$166K 0.36% 25
2024
Q1 		$298K Buy
+3,150
New +$298K 0.26% 26

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 $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Forbes Financial Planning's TLT Position: Q4 2024 in Review

Forbes Financial Planning sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024, closing a stake of 6,234 shares — an estimated $612K sold.

Forbes Financial Planning first reported a position in TLT in Q1 2024 and held it in 3 quarters. The position peaked at $612K in Q3 2024. 1,220 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

  • Forbes Financial Planning reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Forbes Financial Planning sold 6,234 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $612K.
  • Forbes Financial Planning first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and held it in 3 quarters.
  • Forbes Financial Planning's iShares 20+ Year Treasury Bond ETF position peaked at $612K in Q3 2024.
  • 1,220 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Forbes Financial Planning's 13F filing for Q4 2024, filed 11 Feb 2025.