MWM
TLT icon

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

Merriman 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
-52,044
Closed -$5.11M – 230
2024
Q3 		$5.11M Sell
52,044
-2,040
-4% -$197K 0.21% 53
2024
Q2 		$4.96M Buy
+54,084
New +$4.93M 0.22% 51
2024
Q1 		– Sell
-62,902
Closed -$6.22M – 206
2023
Q4 		$6.22M Buy
+62,902
New +$5.68M 0.3% 40
2023
Q1 		– Sell
-66,997
Closed -$6.67M – 219
2022
Q4 		$6.67M Buy
+66,997
New +$6.75M 0.34% 40
2022
Q3 		– Sell
-20,000
Closed -$2.3M – 192
2022
Q2 		$2.3M Buy
20,000
+9,918
+98% +$1.17M 0.16% 40
2022
Q1 		$1.33M Buy
+10,082
New +$1.39M 0.11% 63
2021
Q3 		– Sell
-55,003
Closed -$7.94M – 224
2021
Q2 		$7.94M Buy
+55,003
New +$7.67M 0.68% 30
2020
Q2 		– Sell
-48,658
Closed -$8.03M – 192
2020
Q1 		$8.03M Buy
+48,658
New +$7.25M 1.75% 9
2019
Q3 		– Sell
-59,523
Closed -$7.87M – 196
2019
Q2 		$7.87M Sell
59,523
-1,791
-3% -$227K 1.52% 16
2019
Q1 		$7.75M Sell
61,314
-596
-1% -$72.5K 1.47% 21
2018
Q4 		$7.56M Buy
+61,910
New +$7.17M 1.63% 14
2018
Q1 		– Sell
-3,360
Closed -$426K – 206
2017
Q4 		$426K Sell
3,360
-2,357
-41% -$296K 0.1% 122
2017
Q3 		$713K Sell
5,717
-62,167
-92% -$7.81M 0.17% 93
2017
Q2 		$8.49M Sell
67,884
-4,075
-6% -$504K 2.37% 8
2017
Q1 		$8.69M Buy
71,959
+62,493
+660% +$7.5M 2.11% 11
2016
Q4 		$1.13M Buy
+9,466
New +$1.19M 0.31% 70

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

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

Merriman Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024, closing a stake of 52,044 shares — an estimated $5.11M sold.

Merriman Wealth Management first reported a position in TLT in Q4 2016 and held it in 16 quarters. The position peaked at $8.69M in Q1 2017. 1,225 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

  • Merriman Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Merriman Wealth Management sold 52,044 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $5.11M.
  • Merriman Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2016 and held it in 16 quarters.
  • Merriman Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $8.69M in Q1 2017.
  • 1,225 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

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