GGM Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

GGM Wealth Advisors’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	$1.45M	Sell	16,181 -2,410	-13%	-$215K	0.8%	39
2024 Q4	$1.62M	Sell	18,591 -5,972	-24%	-$550K	0.85%	35
2024 Q3	$2.41M	Buy	24,563 +1,304	+6%	+$126K	1.04%	26
2024 Q2	$2.13M	Sell	23,259 -2,543	-10%	-$232K	0.98%	29
2024 Q1	$2.38M	Sell	25,802 -59,020	-70%	-$5.58M	1.11%	25
2023 Q4	$7.95M	Buy	84,822 +39,437	+87%	+$3.56M	3.29%	7
2023 Q3	$4.03M	Sell	45,385 -31,801	-41%	-$3.06M	1.74%	16
2023 Q2	$7.7M	Buy	77,186 +53,116	+221%	+$5.51M	3.12%	8
2023 Q1	$2.56M	Buy	24,070 +12,560	+109%	+$1.31M	1.46%	21
2022 Q4	$1.21M	Sell	11,510 -169	-1%	-$17K	0.62%	37
2022 Q3	$1.11M	Sell	11,679 -16,482	-59%	-$1.86M	0.6%	36
2022 Q2	$3.24M	Sell	28,161 -824	-3%	-$97K	1.81%	15
2022 Q1	$3.46M	Buy	+28,985	New	+$4M	1.73%	15

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GGM Wealth Advisors's TLT Position: Q1 2025 in Review

GGM Wealth Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 13% in Q1 2025, selling an estimated $215K and leaving 16,181 shares worth $1.45M. The position accounts for 0.8% of the portfolio, ranked #39.

GGM Wealth Advisors first reported a position in TLT in Q1 2022 and has held it in 13 quarters since. The position peaked at $7.95M in Q4 2023. 1,180 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

GGM Wealth Advisors held 16,181 shares of iShares 20+ Year Treasury Bond ETF worth $1.45M as of Q1 2025.
GGM Wealth Advisors sold 2,410 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $215K.
iShares 20+ Year Treasury Bond ETF made up 0.8% of GGM Wealth Advisors's portfolio in Q1 2025, its #39 holding.
GGM Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and has held it in 13 quarters since.
GGM Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $7.95M in Q4 2023.
1,180 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.