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Gen-Wealth Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Gen-Wealth Partners’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
2026
Q1 		$163K Buy
1,884
+110
+6% +$9.67K 0.05% 265
2025
Q4 		$155K Buy
1,774
+157
+10% +$14K 0.05% 283
2025
Q3 		$145K Buy
1,617
+124
+8% +$10.8K 0.05% 277
2025
Q2 		$132K Buy
1,493
+121
+9% +$10.6K 0.05% 256
2025
Q1 		$125K Sell
1,372
-4,441
-76% -$395K 0.05% 251
2024
Q4 		$508K Buy
5,813
+137
+2% +$12.6K 0.22% 132
2024
Q3 		$524K Sell
5,676
-1,095
-16% -$106K 0.23% 124
2024
Q2 		$621K Sell
6,771
-1,406
-17% -$128K 0.3% 77
2024
Q1 		$774K Buy
+8,177
New +$773K 0.38% 56

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return