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	–	244
2024 Q3	$2.6M	Buy	+26,498	New	+$2.56M	0.31%	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	–	166
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 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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Private Advisory Group's TLT Position: Q4 2024 in Review

Private Advisory Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024, closing a stake of 26,498 shares — an estimated $2.6M sold.

Private Advisory Group first reported a position in TLT in Q3 2019 and held it in 6 quarters. The position peaked at $2.6M in Q3 2024. 1,225 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

Private Advisory Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Private Advisory Group sold 26,498 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $2.6M.
Private Advisory Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2019 and held it in 6 quarters.
Private Advisory Group's iShares 20+ Year Treasury Bond ETF position peaked at $2.6M in Q3 2024.
1,225 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Private Advisory Group's 13F filing for Q4 2024, filed 14 Feb 2025.