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Fortitude Advisory Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Fortitude Advisory Group’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
2025
Q1 		– Sell
-3,983
Closed -$348K – 220
2024
Q4 		$348K Sell
3,983
-138
-3% -$12.7K 0.21% 106
2024
Q3 		$404K Hold
4,121
– – 0.26% 94
2024
Q2 		$378K Sell
4,121
-4,605
-53% -$420K 0.23% 90
2024
Q1 		$826K Sell
8,726
-8,632
-50% -$816K 0.47% 41
2023
Q4 		$1.72M Buy
17,358
+2,140
+14% +$193K 1.04% 14
2023
Q3 		$1.35M Buy
15,218
+4,268
+39% +$410K 0.91% 18
2023
Q2 		$1.13M Buy
10,950
+5,007
+84% +$519K 0.83% 20
2023
Q1 		$632K Buy
5,943
+2,204
+59% +$231K 0.49% 50
2022
Q4 		$372K Buy
3,739
+1,071
+40% +$108K 0.32% 83
2022
Q3 		$273K Buy
+2,668
New +$300K 0.26% 108
2022
Q2 		– Sell
-1,048
Closed -$138K – 1183
2022
Q1 		$138K Buy
1,048
+180
+21% +$24.8K 0.07% 281
2021
Q4 		$128K Buy
+868
New +$128K 0.06% 293

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Fortitude Advisory Group's TLT Position: Q1 2025 in Review

Fortitude Advisory Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 3,983 shares — an estimated $348K sold.

Fortitude Advisory Group first reported a position in TLT in Q4 2021 and held it in 12 quarters. The position peaked at $1.72M in Q4 2023. 1,180 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

  • Fortitude Advisory Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Fortitude Advisory Group sold 3,983 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $348K.
  • Fortitude Advisory Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and held it in 12 quarters.
  • Fortitude Advisory Group's iShares 20+ Year Treasury Bond ETF position peaked at $1.72M in Q4 2023.
  • 1,180 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on Fortitude Advisory Group's 13F filing for Q1 2025, filed 17 Apr 2025.