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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 – 290
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return