Lake Street Advisors Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Lake Street Advisors 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
2024 Q4	$230K	Buy	+2,638	New	+$243K	0.01%	526

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lake Street Advisors Group's TLT Position: Q4 2024 in Review

Lake Street Advisors Group opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024: 2,638 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #526 among its holdings.

1,218 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

Lake Street Advisors Group held 2,638 shares of iShares 20+ Year Treasury Bond ETF worth $230K as of Q4 2024.
iShares 20+ Year Treasury Bond ETF was a new Lake Street Advisors Group position in Q4 2024.
iShares 20+ Year Treasury Bond ETF made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #526 holding.
1,218 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.