Legacy Financial Group (Iowa)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Legacy Financial Group (Iowa)’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	-29,721	Closed	-$2.6M	–	117
2024 Q4	$2.6M	Buy	29,721 +4,929	+20%	+$454K	0.42%	38
2024 Q3	$2.43M	Sell	24,792 -7,680	-24%	-$741K	0.47%	36
2024 Q2	$2.98M	Buy	32,472 +419	+1%	+$38.2K	0.59%	38
2024 Q1	$3.03M	Buy	+32,053	New	+$3.03M	0.61%	32
2023 Q4	–	Sell	-33,019	Closed	-$2.93M	–	466
2023 Q3	$2.93M	Buy	+33,019	New	+$3.17M	0.69%	27

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 Financial Group (Iowa)'s TLT Position: Q1 2025 in Review

Legacy Financial Group (Iowa) sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 29,721 shares — an estimated $2.6M sold.

Legacy Financial Group (Iowa) first reported a position in TLT in Q3 2023 and held it in 5 quarters. The position peaked at $3.03M in Q1 2024. 1,180 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

Legacy Financial Group (Iowa) reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 29,721 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $2.6M.
Legacy Financial Group (Iowa) first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and held it in 5 quarters.
Legacy Financial Group (Iowa)'s iShares 20+ Year Treasury Bond ETF position peaked at $3.03M in Q1 2024.
1,180 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2025, filed 10 Apr 2025.