LSA
TLT icon

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

Lion Street 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
2024
Q4 		– Sell
-6,202
Closed -$608K – 276
2024
Q3 		$608K Buy
+6,202
New +$598K 0.21% 108
2020
Q4 		– Sell
-2,320
Closed -$390K – 54
2020
Q3 		$390K Buy
+2,320
New +$385K 0.79% 28
2020
Q2 		– Sell
-502
Closed -$83K – 373
2020
Q1 		$83K Buy
+502
New +$74.8K 0.45% 35

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lion Street Advisors's TLT Position: Q4 2024 in Review

Lion Street Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024, closing a stake of 6,202 shares — an estimated $608K sold.

Lion Street Advisors first reported a position in TLT in Q1 2020 and held it in 3 quarters. The position peaked at $608K in Q3 2024. 1,219 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

  • Lion Street Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Lion Street Advisors sold 6,202 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $608K.
  • Lion Street Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and held it in 3 quarters.
  • Lion Street Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $608K in Q3 2024.
  • 1,219 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Lion Street Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.