Guidance Capital’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Guidance Capital’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	-3,446	Closed	-$301K	–	206
2024 Q4	$301K	Sell	3,446 -5,278	-60%	-$486K	0.09%	176
2024 Q3	$819K	Buy	8,724 +1,743	+25%	+$168K	0.26%	98
2024 Q2	$662K	Buy	6,981 +490	+8%	+$44.6K	0.22%	109
2024 Q1	$577K	Sell	6,491 -17,081	-72%	-$1.62M	0.21%	106
2023 Q4	$2.32M	Sell	23,572 -5,273	-18%	-$476K	0.92%	18
2023 Q3	$2.45M	Buy	28,845 +889	+3%	+$85.5K	1.1%	12
2023 Q2	$2.67M	Buy	+27,956	New	+$2.9M	1.16%	15

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

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

Guidance Capital's TLT Position: Q1 2025 in Review

Guidance Capital sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 3,446 shares — an estimated $301K sold.

Guidance Capital first reported a position in TLT in Q2 2023 and held it in 7 quarters. The position peaked at $2.67M in Q2 2023. 1,186 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

Guidance Capital reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Guidance Capital sold 3,446 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $301K.
Guidance Capital first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and held it in 7 quarters.
Guidance Capital's iShares 20+ Year Treasury Bond ETF position peaked at $2.67M in Q2 2023.
1,186 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on Guidance Capital's 13F filing for Q1 2025, filed 6 May 2025.