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 $1.37T 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

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 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