KPP Advisory Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

KPP Advisory Services’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	-2,500	Closed	-$218K	–	310
2024 Q4	$218K	Hold	2,500	–	–	0.05%	238
2024 Q3	$245K	Hold	2,500	–	–	0.06%	220
2024 Q2	$229K	Hold	2,500	–	–	0.06%	215
2024 Q1	$237K	Buy	+2,500	New	+$236K	0.06%	214
2023 Q4	–	Sell	-2,500	Closed	-$222K	–	207
2023 Q3	$222K	Buy	+2,500	New	+$240K	0.07%	186

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

KPP Advisory Services's TLT Position: Q1 2025 in Review

KPP Advisory Services sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 2,500 shares — an estimated $218K sold.

KPP Advisory Services first reported a position in TLT in Q3 2023 and held it in 5 quarters. The position peaked at $245K in Q3 2024. 1,186 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

KPP Advisory Services reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
KPP Advisory Services sold 2,500 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $218K.
KPP Advisory Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and held it in 5 quarters.
KPP Advisory Services's iShares 20+ Year Treasury Bond ETF position peaked at $245K in Q3 2024.
1,186 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on KPP Advisory Services's 13F filing for Q1 2025, filed 23 Apr 2025.