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

Lyell 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 		– Sell
-10,147
Closed -$995K – 208
2024
Q3 		$995K Sell
10,147
-430
-4% -$41.5K 0.09% 119
2024
Q2 		$971K Buy
+10,577
New +$964K 0.09% 114

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Lyell Wealth Management's TLT Position: Q4 2024 in Review

Lyell Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024, closing a stake of 10,147 shares — an estimated $995K sold.

Lyell Wealth Management first reported a position in TLT in Q2 2024 and held it in 2 quarters. The position peaked at $995K in Q3 2024. 1,226 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

  • Lyell Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Lyell Wealth Management sold 10,147 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $995K.
  • Lyell Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2024 and held it in 2 quarters.
  • Lyell Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $995K in Q3 2024.
  • 1,226 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Lyell Wealth Management's 13F filing for Q4 2024, filed 3 Feb 2025.