LexAurum Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

LexAurum Advisors’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	-9,424	Closed	-$823K	–	361
2024 Q4	$823K	Buy	9,424 +4,804	+104%	+$442K	0.16%	121
2024 Q3	$453K	Sell	4,620 -9,092	-66%	-$877K	0.1%	178
2024 Q2	$1.26M	Buy	13,712 +3,182	+30%	+$290K	0.31%	73
2024 Q1	$996K	Sell	10,530 -795	-7%	-$75.2K	0.25%	87
2023 Q4	$1.12M	Sell	11,325 -435	-4%	-$39.3K	0.29%	76
2023 Q3	$1.04M	Buy	11,760 +8,539	+265%	+$821K	0.3%	72
2023 Q2	$332K	Buy	+3,221	New	+$334K	0.1%	179

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

LexAurum Advisors's TLT Position: Q1 2025 in Review

LexAurum Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 9,424 shares — an estimated $823K sold.

LexAurum Advisors first reported a position in TLT in Q2 2023 and held it in 7 quarters. The position peaked at $1.26M in Q2 2024. 1,180 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

LexAurum Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
LexAurum Advisors sold 9,424 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $823K.
LexAurum Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and held it in 7 quarters.
LexAurum Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $1.26M in Q2 2024.
1,180 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on LexAurum Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.