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Householder Group Estate & Retirement Specialist’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$201K Sell
2,307
-137
-6% -$12.6K 0.15% 102
2024
Q3 		$239K Buy
2,444
+411
+20% +$39.6K 0.07% 222
2024
Q2 		$186K Buy
2,033
+35
+2% +$3.19K 0.05% 253
2024
Q1 		$189K Sell
1,998
-30
-1% -$2.84K 0.06% 249
2023
Q4 		$200K Buy
2,028
+4
+0.2% +$361 0.07% 241
2023
Q3 		$180K Buy
+2,024
New +$195K 0.06% 228
2023
Q1 		$119K Buy
+1,122
New +$117K 0.05% 270
2022
Q4 		– Sell
-1,260
Closed -$129K – 1060
2022
Q3 		$129K Buy
+1,260
New +$142K 0.05% 225
2022
Q1 		– Sell
-1,565
Closed -$232K – 205
2021
Q4 		$232K Buy
+1,565
New +$231K 0.09% 183

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 $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's TLT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 5.6% in Q4 2024, selling an estimated $12.6K and leaving 2,307 shares worth $201K. The position accounts for 0.15% of the portfolio, ranked #102.

Householder Group Estate & Retirement Specialist first reported a position in TLT in Q4 2021 and has held it in 9 quarters since. The position peaked at $239K in Q3 2024. 1,219 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 2,307 shares of iShares 20+ Year Treasury Bond ETF worth $201K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 137 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $12.6K.
  • iShares 20+ Year Treasury Bond ETF made up 0.15% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #102 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and has held it in 9 quarters since.
  • Householder Group Estate & Retirement Specialist's iShares 20+ Year Treasury Bond ETF position peaked at $239K in Q3 2024.
  • 1,219 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.