LifePro Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

LifePro Asset 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 Q3	$733K	Sell	7,472 -1,527	-17%	-$147K	0.45%	65
2024 Q2	$826K	Sell	8,999 -4,878	-35%	-$444K	0.59%	44
2024 Q1	$1.31M	Sell	13,877 -2,160	-13%	-$204K	0.87%	37
2023 Q4	$1.59M	Sell	16,037 -1,682	-9%	-$152K	1.23%	28
2023 Q3	$1.57M	Sell	17,719 -2,901	-14%	-$279K	1.3%	27
2023 Q2	$2.12M	Sell	20,620 -15,749	-43%	-$1.63M	1.64%	25
2023 Q1	$3.62M	Hold	36,369	–	–	2.63%	10
2022 Q4	$3.62M	Buy	+36,369	New	+$3.66M	2.65%	10
2022 Q3	–	Sell	-22,191	Closed	-$2.55M	–	123
2022 Q2	$2.55M	Buy	+22,191	New	+$2.61M	1.32%	31

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

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

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

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

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

LifePro Asset Management's TLT Position: Q3 2024 in Review

LifePro Asset Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 17% in Q3 2024, selling an estimated $147K and leaving 7,472 shares worth $733K. The position accounts for 0.45% of the portfolio, ranked #65.

LifePro Asset Management first reported a position in TLT in Q2 2022 and has held it in 9 quarters since. The position peaked at $3.62M in Q1 2023. 1,184 funds tracked by Wall St. Rank hold TLT as of Q3 2024.

LifePro Asset Management held 7,472 shares of iShares 20+ Year Treasury Bond ETF worth $733K as of Q3 2024.
LifePro Asset Management sold 1,527 iShares 20+ Year Treasury Bond ETF shares in Q3 2024, an estimated $147K.
iShares 20+ Year Treasury Bond ETF made up 0.45% of LifePro Asset Management's portfolio in Q3 2024, its #65 holding.
LifePro Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2022 and has held it in 9 quarters since.
LifePro Asset Management's iShares 20+ Year Treasury Bond ETF position peaked at $3.62M in Q1 2023.
1,184 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.