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Hutchens & Kramer Investment Management Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Hutchens & Kramer Investment Management Group’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
2025
Q1 		– Sell
-3,624
Closed -$316K – 175
2024
Q4 		$316K Buy
3,624
+220
+6% +$20.2K 0.17% 99
2024
Q3 		$335K Buy
3,404
+423
+14% +$40.8K 0.19% 99
2024
Q2 		$268K Buy
2,981
+605
+25% +$55.1K 0.15% 115
2024
Q1 		$220K Buy
+2,376
New +$225K 0.13% 139
2023
Q1 		– Sell
-5,394
Closed -$537K – 133
2022
Q4 		$537K Buy
5,394
+232
+4% +$23.4K 0.39% 54
2022
Q3 		$536K Sell
5,162
-23,170
-82% -$2.61M 0.44% 49
2022
Q2 		$3.28M Sell
28,332
-12,368
-30% -$1.46M 2.42% 10
2022
Q1 		$5.39M Buy
40,700
+318
+0.8% +$43.9K 2.99% 7
2021
Q4 		$5.2M Buy
+40,382
New +$5.95M 3.28% 6

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
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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