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

Peterson 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 Q3	–	Sell	-35,758	Closed	-$3.28M	–	54
2024 Q2	$3.28M	Buy	35,758 +1,011	+3%	+$92.1K	2.03%	20
2024 Q1	$3.29M	Sell	34,747 -808	-2%	-$76.4K	2.37%	15
2023 Q4	$3.52M	Sell	35,555 -1,907	-5%	-$172K	3.16%	9
2023 Q3	$3.32M	Buy	37,462 +837	+2%	+$80.5K	2.73%	11
2023 Q2	$3.77M	Buy	+36,625	New	+$3.8M	2.99%	10

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Peterson Wealth Management's TLT Position: Q3 2024 in Review

Peterson Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2024, closing a stake of 35,758 shares — an estimated $3.28M sold.

Peterson Wealth Management first reported a position in TLT in Q2 2023 and held it in 5 quarters. The position peaked at $3.77M in Q2 2023. 1,189 funds tracked by Wall St. Rank hold TLT as of Q3 2024.

Peterson Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Peterson Wealth Management sold 35,758 iShares 20+ Year Treasury Bond ETF shares in Q3 2024, an estimated $3.28M.
Peterson Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and held it in 5 quarters.
Peterson Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $3.77M in Q2 2023.
1,189 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2024.

Based on Peterson Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.