Legacy Capital Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Legacy Capital 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	$284K	Buy	+3,251	New	+$299K	0.28%	46

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

Legacy Capital Wealth Management's TLT Position: Q4 2024 in Review

Legacy Capital Wealth Management opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024: 3,251 shares worth $284K. The stake represents 0.28% of the portfolio and ranks #46 among its holdings.

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

Legacy Capital Wealth Management held 3,251 shares of iShares 20+ Year Treasury Bond ETF worth $284K as of Q4 2024.
iShares 20+ Year Treasury Bond ETF was a new Legacy Capital Wealth Management position in Q4 2024.
iShares 20+ Year Treasury Bond ETF made up 0.28% of Legacy Capital Wealth Management's portfolio in Q4 2024, its #46 holding.
1,218 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Legacy Capital Wealth Management's 13F filing for Q4 2024, filed 4 Jun 2025.