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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's TLT Position: Q1 2025 in Review

Hutchens & Kramer Investment Management Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 3,624 shares — an estimated $316K sold.

Hutchens & Kramer Investment Management Group first reported a position in TLT in Q4 2021 and held it in 9 quarters. The position peaked at $5.39M in Q1 2022. 1,186 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

Hutchens & Kramer Investment Management Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Hutchens & Kramer Investment Management Group sold 3,624 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $316K.
Hutchens & Kramer Investment Management Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and held it in 9 quarters.
Hutchens & Kramer Investment Management Group's iShares 20+ Year Treasury Bond ETF position peaked at $5.39M in Q1 2022.
1,186 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q1 2025, filed 25 Apr 2025.