HBW Advisory Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

HBW Advisory Services’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 Q4	–	Sell	-8,422	Closed	-$826K	–	410
2024 Q3	$826K	Buy	8,422 +5,130	+156%	+$495K	0.12%	154
2024 Q2	$302K	Buy	+3,292	New	+$300K	0.05%	255
2023 Q1	–	Sell	-2,209	Closed	-$220K	–	289
2022 Q4	$220K	Buy	2,209 +901	+69%	+$90.8K	0.06%	235
2022 Q3	$134K	Buy	+1,308	New	+$147K	0.04%	218
2022 Q1	–	Sell	-4,094	Closed	-$607K	–	270
2021 Q4	$607K	Buy	4,094 +1,167	+40%	+$172K	0.14%	142
2021 Q3	$422K	Buy	+2,927	New	+$435K	0.11%	175
2021 Q1	–	Sell	-1,348	Closed	-$213K	–	267
2020 Q4	$213K	Buy	1,348 +27	+2%	+$4.29K	0.06%	203
2020 Q3	$216K	Buy	+1,321	New	+$219K	0.09%	177

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HBW Advisory Services's TLT Position: Q4 2024 in Review

HBW Advisory Services sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024, closing a stake of 8,422 shares — an estimated $826K sold.

HBW Advisory Services first reported a position in TLT in Q3 2020 and held it in 8 quarters. The position peaked at $826K in Q3 2024. 1,226 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

HBW Advisory Services reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
HBW Advisory Services sold 8,422 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $826K.
HBW Advisory Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2020 and held it in 8 quarters.
HBW Advisory Services's iShares 20+ Year Treasury Bond ETF position peaked at $826K in Q3 2024.
1,226 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on HBW Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.