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Future Financial Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Future Financial 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
Q3 		– Sell
-6,800
Closed -$624K – 470
2024
Q2 		$624K Buy
6,800
+1,000
+17% +$91.1K 0.55% 43
2024
Q1 		$549K Buy
5,800
+1,000
+21% +$94.6K 0.42% 50
2023
Q4 		$475K Buy
+4,800
New +$434K 0.47% 58

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Future Financial Wealth Management's TLT Position: Q3 2024 in Review

Future Financial Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2024, closing a stake of 6,800 shares — an estimated $624K sold.

Future Financial Wealth Management first reported a position in TLT in Q4 2023 and held it in 3 quarters. The position peaked at $624K in Q2 2024. 1,189 funds tracked by Wall St. Rank hold TLT as of Q3 2024.

  • Future Financial Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Future Financial Wealth Management sold 6,800 iShares 20+ Year Treasury Bond ETF shares in Q3 2024, an estimated $624K.
  • Future Financial Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 3 quarters.
  • Future Financial Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $624K in Q2 2024.
  • 1,189 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2024.

Based on Future Financial Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.