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Heirloom Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Heirloom Wealth Management’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
Q1 		– Sell
-6,538
Closed -$646K – 52
2023
Q4 		$646K Sell
6,538
-138,178
-95% -$12.5M 0.25% 31
2023
Q3 		$12.8M Buy
+144,716
New +$13.9M 5.7% 6

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Heirloom Wealth Management's TLT Position: Q1 2024 in Review

Heirloom Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2024, closing a stake of 6,538 shares — an estimated $646K sold.

Heirloom Wealth Management first reported a position in TLT in Q3 2023 and held it in 2 quarters. The position peaked at $12.8M in Q3 2023. 1,121 funds tracked by Wall St. Rank hold TLT as of Q1 2024.

  • Heirloom Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Heirloom Wealth Management sold 6,538 iShares 20+ Year Treasury Bond ETF shares in Q1 2024, an estimated $646K.
  • Heirloom Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and held it in 2 quarters.
  • Heirloom Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $12.8M in Q3 2023.
  • 1,121 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2024.

Based on Heirloom Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.