Pinnacle Family Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Pinnacle Family 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
2024 Q4	–	Sell	-2,472	Closed	-$242K	–	128
2024 Q3	$242K	Buy	2,472 +147	+6%	+$14.2K	0.13%	106
2024 Q2	$213K	Sell	2,325 -300	-11%	-$27.3K	0.12%	103
2024 Q1	$248K	Buy	2,625 +290	+12%	+$27.4K	0.13%	87
2023 Q4	$231K	Buy	+2,335	New	+$211K	0.14%	88
2023 Q3	–	Sell	-2,209	Closed	-$227K	–	104
2023 Q2	$227K	Buy	+2,209	New	+$229K	0.12%	92
2019 Q3	–	Sell	-6,525	Closed	-$867K	–	85
2019 Q2	$867K	Sell	6,525 -8,380	-56%	-$1.06M	0.72%	31
2019 Q1	$1.89M	Buy	+14,905	New	+$1.81M	1.68%	16

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pinnacle Family Advisors's TLT Position: Q4 2024 in Review

Pinnacle Family Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024, closing a stake of 2,472 shares — an estimated $242K sold.

Pinnacle Family Advisors first reported a position in TLT in Q1 2019 and held it in 7 quarters. The position peaked at $1.89M in Q1 2019. 1,219 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

Pinnacle Family Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Pinnacle Family Advisors sold 2,472 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $242K.
Pinnacle Family Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2019 and held it in 7 quarters.
Pinnacle Family Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $1.89M in Q1 2019.
1,219 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Pinnacle Family Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.