Forefront Analytics’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Forefront Analytics’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	-5,035	Closed	-$494K	–	69
2024 Q3	$494K	Sell	5,035 -839	-14%	-$80.9K	0.23%	43
2024 Q2	$539K	Buy	5,874 +531	+10%	+$48.4K	0.26%	44
2024 Q1	$506K	Sell	5,343 -751	-12%	-$71K	0.25%	45
2023 Q4	$603K	Buy	6,094 +66	+1%	+$5.96K	0.3%	42
2023 Q3	$535K	Buy	6,028 +45	+0.8%	+$4.33K	0.3%	40
2023 Q2	$616K	Sell	5,983 -1,820	-23%	-$189K	0.35%	38
2023 Q1	$830K	Buy	7,803 +621	+9%	+$65K	0.43%	38
2022 Q4	$715K	Buy	+7,182	New	+$724K	0.38%	38
2020 Q1	–	Sell	-16	Closed	-$3K	–	144
2019 Q4	$3K	Hold	16	–	–	﹤0.01%	45
2019 Q3	$3K	Buy	+16	New	+$2.22K	﹤0.01%	45

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Forefront Analytics's TLT Position: Q4 2024 in Review

Forefront Analytics sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024, closing a stake of 5,035 shares — an estimated $494K sold.

Forefront Analytics first reported a position in TLT in Q3 2019 and held it in 10 quarters. The position peaked at $830K in Q1 2023. 1,225 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

Forefront Analytics reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Forefront Analytics sold 5,035 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $494K.
Forefront Analytics first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2019 and held it in 10 quarters.
Forefront Analytics's iShares 20+ Year Treasury Bond ETF position peaked at $830K in Q1 2023.
1,225 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Forefront Analytics's 13F filing for Q4 2024, filed 14 Feb 2025.