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 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 Portfolio Partners's TLT Position: Q4 2024 in Review

Private Portfolio Partners increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.04% in Q4 2024, buying an estimated $92 and bringing the position to 2,346 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #288.

Private Portfolio Partners first reported a position in TLT in Q3 2019 and has held it in 9 quarters since. The position peaked at $659K in Q3 2023. 1,225 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

Private Portfolio Partners held 2,346 shares of iShares 20+ Year Treasury Bond ETF worth $205K as of Q4 2024.
Private Portfolio Partners bought 1 iShares 20+ Year Treasury Bond ETF share in Q4 2024, an estimated $92.
iShares 20+ Year Treasury Bond ETF made up 0.04% of Private Portfolio Partners's portfolio in Q4 2024, its #288 holding.
Private Portfolio Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2019 and has held it in 9 quarters since.
Private Portfolio Partners's iShares 20+ Year Treasury Bond ETF position peaked at $659K in Q3 2023.
1,225 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.