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

Moulton 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
-30,886
Closed -$2.95M – 45
2024
Q3 		$2.95M Buy
+30,886
New +$2.98M 2.46% 13
2024
Q2 		– Sell
-8,814
Closed -$834K – 34
2024
Q1 		$834K Sell
8,814
-46,207
-84% -$4.37M 0.87% 17
2023
Q4 		$5.33M Buy
55,021
+47,187
+602% +$4.26M 6.84% 5
2023
Q3 		$687K Sell
7,834
-3,126
-29% -$300K 1.01% 13
2023
Q2 		$1.13M Sell
10,960
-269
-2% -$27.9K 2% 9
2023
Q1 		$1.2M Buy
11,229
+29
+0.3% +$3.03K 2.64% 7
2022
Q4 		$1.17M Sell
11,200
-11,114
-50% -$1.12M 4.02% 7
2022
Q3 		$2.29M Sell
22,314
-132,956
-86% -$15M 14.37% 2
2022
Q2 		$20.6M Hold
155,270
– – 21.4% 2
2022
Q1 		$20.6M Buy
155,270
+64,794
+72% +$8.94M 21.4% 2
2021
Q4 		$13M Buy
90,476
+32,335
+56% +$4.77M 9.49% 3
2021
Q3 		$8.45M Buy
+58,141
New +$8.63M 6.31% 4
2021
Q1 		– Sell
-15,726
Closed -$2.38M – 39
2020
Q4 		$2.38M Sell
15,726
-43,614
-73% -$6.92M 1.91% 15
2020
Q3 		$9.53M Buy
59,340
+10,955
+23% +$1.82M 10.44% 4
2020
Q2 		$7.92M Buy
48,385
+13,770
+40% +$2.27M 9.99% 3
2020
Q1 		$5.72M Sell
34,615
-23,956
-41% -$3.57M 9.37% 3
2019
Q4 		$8.15M Buy
+58,571
New +$8.15M 6.74% 3

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

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

Moulton Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024, closing a stake of 30,886 shares — an estimated $2.95M sold.

Moulton Wealth Management first reported a position in TLT in Q4 2019 and held it in 17 quarters. The position peaked at $20.6M in Q2 2022. 1,218 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

  • Moulton Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Moulton Wealth Management sold 30,886 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $2.95M.
  • Moulton Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and held it in 17 quarters.
  • Moulton Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $20.6M in Q2 2022.
  • 1,218 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Moulton Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.