PPP
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Private Portfolio Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Private Portfolio Partners’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 		$205K Buy
2,346
+1
+0% +$92 0.04% 288
2024
Q3 		$230K Buy
+2,345
New +$226K 0.04% 269
2023
Q4 		– Sell
-7,425
Closed -$659K – 270
2023
Q3 		$659K Buy
7,425
+1,550
+26% +$149K 0.17% 101
2023
Q2 		$605K Buy
+5,875
New +$609K 0.16% 109
2021
Q1 		– Sell
-1,521
Closed -$240K – 242
2020
Q4 		$240K Buy
1,521
+257
+20% +$40.8K 0.08% 195
2020
Q3 		$206K Buy
+1,264
New +$210K 0.08% 196
2020
Q2 		– Sell
-2,490
Closed -$410K – 215
2020
Q1 		$410K Sell
2,490
-450
-15% -$67.1K 0.22% 110
2019
Q4 		$399K Buy
2,940
+496
+20% +$69K 0.17% 125
2019
Q3 		$350K Buy
+2,444
New +$340K 0.16% 131

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