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

Palumbo 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
-129,107
Closed -$12.7M – 190
2024
Q3 		$12.7M Buy
129,107
+2,368
+2% +$228K 4.92% 3
2024
Q2 		$11.6M Buy
126,739
+29,813
+31% +$2.72M 4.92% 3
2024
Q1 		$9.17M Buy
96,926
+1,469
+2% +$139K 4.11% 4
2023
Q4 		$9.44M Sell
95,457
-51,718
-35% -$4.67M 4.82% 4
2023
Q3 		$13.1M Sell
147,175
-20,949
-12% -$2.01M 7.18% 2
2023
Q2 		$17.3M Buy
168,124
+34,947
+26% +$3.63M 10.59% 1
2023
Q1 		$14.2M Buy
133,177
+5,198
+4% +$544K 9.42% 1
2022
Q4 		$12.7M Buy
127,979
+55,237
+76% +$5.57M 10.13% 1
2022
Q3 		$7.45M Sell
72,742
-19,379
-21% -$2.18M 6.31% 5
2022
Q2 		$10.6M Buy
92,121
+43,124
+88% +$5.08M 8.4% 2
2022
Q1 		$6.47M Sell
48,997
-11,724
-19% -$1.62M 4.16% 8
2021
Q4 		$9M Buy
60,721
+1,581
+3% +$233K 5.63% 7
2021
Q3 		$8.54M Buy
59,140
+2,229
+4% +$331K 5.63% 7
2021
Q2 		$8.21M Sell
56,911
-6,493
-10% -$906K 5.51% 7
2021
Q1 		$8.59M Buy
63,404
+20,539
+48% +$2.98M 6.47% 5
2020
Q4 		$6.76M Buy
+42,865
New +$6.81M 5.46% 7

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

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

Palumbo Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024, closing a stake of 129,107 shares — an estimated $12.7M sold.

Palumbo Wealth Management first reported a position in TLT in Q4 2020 and held it in 16 quarters. The position peaked at $17.3M in Q2 2023. 1,225 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

  • Palumbo Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Palumbo Wealth Management sold 129,107 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $12.7M.
  • Palumbo Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and held it in 16 quarters.
  • Palumbo Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $17.3M in Q2 2023.
  • 1,225 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Palumbo Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.