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Pacific Capital Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Pacific Capital Wealth Advisors’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
Q1 		– Sell
-33
Closed -$2.88K – 345
2024
Q4 		$2.88K Sell
33
-713
-96% -$65.6K ﹤0.01% 334
2024
Q3 		$73.2K Buy
746
+707
+1,813% +$68.2K 0.01% 129
2024
Q2 		$3.58K Hold
39
– – ﹤0.01% 411
2024
Q1 		$3.69K Hold
39
– – ﹤0.01% 359
2023
Q4 		$3.86K Buy
+39
New +$3.52K ﹤0.01% 262
2020
Q4 		– Sell
-2,284
Closed -$373K – 180
2020
Q3 		$373K Buy
+2,284
New +$379K 0.22% 54
2020
Q2 		– Sell
-2,120
Closed -$350K – 56
2020
Q1 		$350K Sell
2,120
-11,620
-85% -$1.73M 0.26% 49
2019
Q4 		$1.86M Buy
+13,740
New +$1.91M 1.24% 28

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Pacific Capital Wealth Advisors's TLT Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 33 shares — an estimated $2.88K sold.

Pacific Capital Wealth Advisors first reported a position in TLT in Q4 2019 and held it in 8 quarters. The position peaked at $1.86M in Q4 2019. 1,179 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 33 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $2.88K.
  • Pacific Capital Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and held it in 8 quarters.
  • Pacific Capital Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $1.86M in Q4 2019.
  • 1,179 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.