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Laird Norton Wetherby Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Laird Norton Wetherby Wealth Management’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
2,299
-1,069
-32% -$98.4K 0.01% 838
2024
Q3 		$330K Buy
3,368
+566
+20% +$54.6K 0.02% 696
2024
Q2 		$257K Buy
2,802
+273
+11% +$24.9K 0.01% 758
2024
Q1 		$239K Buy
+2,529
New +$239K 0.01% 817

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's TLT Position: Q4 2024 in Review

Laird Norton Wetherby Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 32% in Q4 2024, selling an estimated $98.4K and leaving 2,299 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #838.

Laird Norton Wetherby Wealth Management first reported a position in TLT in Q1 2024 and has held it in 4 quarters since. The position peaked at $330K in Q3 2024. 1,226 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

  • Laird Norton Wetherby Wealth Management held 2,299 shares of iShares 20+ Year Treasury Bond ETF worth $201K as of Q4 2024.
  • Laird Norton Wetherby Wealth Management sold 1,069 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $98.4K.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q4 2024, its #838 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • Laird Norton Wetherby Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $330K in Q3 2024.
  • 1,226 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.