MA
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Montag & Associates’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Montag & Associates’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
2025
Q2 		– Sell
-3,417
Closed -$311K – 1023
2025
Q1 		$311K Sell
3,417
-150
-4% -$13.4K 0.02% 359
2024
Q4 		$312K Hold
3,567
– – 0.01% 374
2024
Q3 		$350K Hold
3,567
– – 0.02% 363
2024
Q2 		$327K Buy
3,567
+3,417
+2,278% +$311K 0.02% 356
2024
Q1 		$14.2K Sell
150
-150
-50% -$14.2K ﹤0.01% 733
2023
Q4 		$29.7K Sell
300
-1,524
-84% -$138K ﹤0.01% 653
2023
Q3 		$162K Buy
1,824
+786
+76% +$75.5K 0.01% 409
2023
Q2 		$107K Buy
+1,038
New +$108K 0.01% 468

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return