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Heritage Wealth Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Heritage Wealth Partners’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
-3,739
Closed -$367K – 71
2024
Q3 		$367K Buy
+3,739
New +$361K 0.43% 44

Other funds holding TLT

Bank of America
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Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Heritage Wealth Partners's TLT Position: Q4 2024 in Review

Heritage Wealth Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024, closing a stake of 3,739 shares — an estimated $367K sold.

Heritage Wealth Partners first reported a position in TLT in Q3 2024 and held it in 1 quarter. The position peaked at $367K in Q3 2024. 1,225 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

  • Heritage Wealth Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Heritage Wealth Partners sold 3,739 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $367K.
  • Heritage Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2024 and held it in 1 quarter.
  • Heritage Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $367K in Q3 2024.
  • 1,225 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Heritage Wealth Partners's 13F filing for Q4 2024, filed 13 Jan 2025.