PAG
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Private Advisory Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Private Advisory Group’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
-26,498
Closed -$2.6M – 245
2024
Q3 		$2.6M Buy
+26,498
New +$2.56M 0.33% 68
2023
Q3 		– Sell
-17,217
Closed -$1.77M – 220
2023
Q2 		$1.77M Sell
17,217
-625
-4% -$64.8K 0.35% 70
2023
Q1 		$1.9M Buy
+17,842
New +$1.87M 0.4% 61
2021
Q4 		– Sell
-9,290
Closed -$1.34M – 167
2021
Q3 		$1.34M Buy
+9,290
New +$1.38M 0.33% 61
2020
Q1 		– Sell
-2,470
Closed -$335K – 129
2019
Q4 		$335K Sell
2,470
-11,352
-82% -$1.58M 0.13% 94
2019
Q3 		$1.98M Buy
+13,822
New +$1.92M 0.87% 46

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return