Pinion Investment Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Pinion Investment 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	-2,869	Closed	-$251K	–	159
2024 Q4	$251K	Sell	2,869 -421	-13%	-$38.7K	0.1%	136
2024 Q3	$323K	Buy	+3,290	New	+$317K	0.14%	124
2022 Q1	–	Sell	-1,521	Closed	-$225K	–	175
2021 Q4	$225K	Sell	1,521 -113	-7%	-$16.7K	0.15%	148
2021 Q3	$236K	Buy	+1,634	New	+$243K	0.19%	141

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pinion Investment Advisors's TLT Position: Q1 2025 in Review

Pinion Investment Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 2,869 shares — an estimated $251K sold.

Pinion Investment Advisors first reported a position in TLT in Q3 2021 and held it in 4 quarters. The position peaked at $323K in Q3 2024. 1,186 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

Pinion Investment Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Pinion Investment Advisors sold 2,869 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $251K.
Pinion Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2021 and held it in 4 quarters.
Pinion Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $323K in Q3 2024.
1,186 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on Pinion Investment Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.