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Resurgent Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Resurgent Financial 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
-3,939
Closed -$344K – 194
2024
Q4 		$344K Sell
3,939
-359
-8% -$33K 0.2% 131
2024
Q3 		$422K Buy
4,298
+921
+27% +$88.8K 0.25% 120
2024
Q2 		$310K Sell
3,377
-371
-10% -$33.8K 0.19% 137
2024
Q1 		$355K Sell
3,748
-803
-18% -$76K 0.19% 138
2023
Q4 		$450K Buy
4,551
+2,141
+89% +$193K 0.28% 97
2023
Q3 		$214K Buy
2,410
+1,484
+160% +$143K 0.15% 139
2023
Q2 		$95.3K Buy
926
+121
+15% +$12.6K 0.06% 240
2023
Q1 		$85.6K Sell
805
-7
-0.9% -$732 0.06% 252
2022
Q4 		$80.8K Buy
+812
New +$81.8K 0.04% 339

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Resurgent Financial Advisors's TLT Position: Q1 2025 in Review

Resurgent Financial Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 3,939 shares — an estimated $344K sold.

Resurgent Financial Advisors first reported a position in TLT in Q4 2022 and held it in 9 quarters. The position peaked at $450K in Q4 2023. 1,186 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

  • Resurgent Financial Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Resurgent Financial Advisors sold 3,939 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $344K.
  • Resurgent Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and held it in 9 quarters.
  • Resurgent Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $450K in Q4 2023.
  • 1,186 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on Resurgent Financial Advisors's 13F filing for Q1 2025, filed 5 May 2025.