LMKC
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L.M. Kohn & Company’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

L.M. Kohn & Company’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
-14,719
Closed -$1.44M – 296
2024
Q3 		$1.44M Buy
14,719
+10,604
+258% +$1.02M 0.37% 55
2024
Q2 		$378K Sell
4,115
-420
-9% -$38.3K 0.1% 163
2024
Q1 		$429K Sell
4,535
-8
-0.2% -$757 0.12% 160
2023
Q4 		$449K Buy
4,543
+13
+0.3% +$1.18K 0.14% 135
2023
Q3 		$402K Sell
4,530
-125
-3% -$12K 0.15% 135
2023
Q2 		$479K Sell
4,655
-1,854
-28% -$192K 0.18% 124
2023
Q1 		$692K Buy
6,509
+1,422
+28% +$149K 0.29% 82
2022
Q4 		$506K Sell
5,087
-8,799
-63% -$887K 0.24% 105
2022
Q3 		$1.42M Buy
+13,886
New +$1.56M 0.7% 30
2022
Q2 		– Sell
-3,637
Closed -$481K – 253
2022
Q1 		$481K Buy
+3,637
New +$502K 0.19% 137

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 $374B AUM 17.66% 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 $1.6B AUM 20.7% 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

L.M. Kohn & Company's TLT Position: Q4 2024 in Review

L.M. Kohn & Company sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024, closing a stake of 14,719 shares — an estimated $1.44M sold.

L.M. Kohn & Company first reported a position in TLT in Q1 2022 and held it in 10 quarters. The position peaked at $1.44M in Q3 2024. 1,218 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

  • L.M. Kohn & Company reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • L.M. Kohn & Company sold 14,719 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $1.44M.
  • L.M. Kohn & Company first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and held it in 10 quarters.
  • L.M. Kohn & Company's iShares 20+ Year Treasury Bond ETF position peaked at $1.44M in Q3 2024.
  • 1,218 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on L.M. Kohn & Company's 13F filing for Q4 2024, filed 30 Jan 2025.