Prosperity Capital Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Prosperity Capital 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
2025 Q1	–	Sell	-56,430	Closed	-$4.93M	–	368
2024 Q4	$4.93M	Buy	56,430 +11,436	+25%	+$1.05M	0.4%	46
2024 Q3	$4.41M	Sell	44,994 -795	-2%	-$76.7K	0.38%	52
2024 Q2	$4.2M	Buy	45,789 +14,104	+45%	+$1.29M	0.46%	38
2024 Q1	$3M	Sell	31,685 -11,305	-26%	-$1.07M	0.35%	49
2023 Q4	$4.25M	Buy	42,990 +5,318	+14%	+$481K	0.46%	36
2023 Q3	$3.34M	Buy	+37,672	New	+$3.62M	0.44%	36

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

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

Prosperity Capital Advisors's TLT Position: Q1 2025 in Review

Prosperity Capital Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 56,430 shares — an estimated $4.93M sold.

Prosperity Capital Advisors first reported a position in TLT in Q3 2023 and held it in 6 quarters. The position peaked at $4.93M in Q4 2024. 1,186 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

Prosperity Capital Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Prosperity Capital Advisors sold 56,430 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $4.93M.
Prosperity Capital Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and held it in 6 quarters.
Prosperity Capital Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $4.93M in Q4 2024.
1,186 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on Prosperity Capital Advisors's 13F filing for Q1 2025, filed 12 May 2025.