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Maxwell Wealth Strategies’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Maxwell Wealth Strategies’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 		$297K Buy
3,396
+282
+9% +$26K 0.12% 99
2024
Q3 		$289K Sell
3,114
-1,790
-37% -$173K 0.12% 96
2024
Q2 		$450K Buy
4,904
+124
+3% +$11.3K 0.22% 79
2024
Q1 		$429K Sell
4,780
-3,753
-44% -$355K 0.22% 84
2023
Q4 		$844K Buy
+8,533
New +$771K 0.55% 50

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 $1.6B AUM 20.7% 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

Maxwell Wealth Strategies's TLT Position: Q4 2024 in Review

Maxwell Wealth Strategies increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 9.1% in Q4 2024, buying an estimated $26K and bringing the position to 3,396 shares worth $297K. The position accounts for 0.12% of the portfolio, ranked #99.

Maxwell Wealth Strategies first reported a position in TLT in Q4 2023 and has held it in 5 quarters since. The position peaked at $844K in Q4 2023. 1,218 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

  • Maxwell Wealth Strategies held 3,396 shares of iShares 20+ Year Treasury Bond ETF worth $297K as of Q4 2024.
  • Maxwell Wealth Strategies bought 282 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $26K.
  • iShares 20+ Year Treasury Bond ETF made up 0.12% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #99 holding.
  • Maxwell Wealth Strategies first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's iShares 20+ Year Treasury Bond ETF position peaked at $844K in Q4 2023.
  • 1,218 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.