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Roger Wittlin Investment Advisory’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Roger Wittlin Investment Advisory’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 		– Sell
-12,217
Closed -$1.2M – 56
2024
Q3 		$1.2M Sell
12,217
-1,136
-9% -$110K 0.69% 25
2024
Q2 		$1.23M Buy
13,353
+3,714
+39% +$338K 0.79% 23
2024
Q1 		$912K Sell
9,639
-417
-4% -$39.4K 0.64% 25
2023
Q4 		$995K Buy
10,056
+640
+7% +$57.8K 0.73% 25
2023
Q3 		$835K Sell
9,416
-1,499
-14% -$144K 0.71% 26
2023
Q2 		$1.12M Buy
10,915
+81
+0.7% +$8.4K 0.91% 24
2023
Q1 		$1.15M Buy
10,834
+4,835
+81% +$506K 1.03% 22
2022
Q4 		$597K Buy
+5,999
New +$604K 0.6% 28
2022
Q3 		– Sell
-14,356
Closed -$1.65M – 24
2022
Q2 		$1.65M Sell
14,356
-6,558
-31% -$772K 1.63% 17
2022
Q1 		$2.76M Sell
20,914
-1,469
-7% -$203K 2.54% 12
2021
Q4 		$3.32M Buy
+22,383
New +$3.3M 2.61% 12

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Roger Wittlin Investment Advisory's TLT Position: Q4 2024 in Review

Roger Wittlin Investment Advisory sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024, closing a stake of 12,217 shares — an estimated $1.2M sold.

Roger Wittlin Investment Advisory first reported a position in TLT in Q4 2021 and held it in 11 quarters. The position peaked at $3.32M in Q4 2021. 1,226 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

  • Roger Wittlin Investment Advisory reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Roger Wittlin Investment Advisory sold 12,217 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $1.2M.
  • Roger Wittlin Investment Advisory first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and held it in 11 quarters.
  • Roger Wittlin Investment Advisory's iShares 20+ Year Treasury Bond ETF position peaked at $3.32M in Q4 2021.
  • 1,226 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Roger Wittlin Investment Advisory's 13F filing for Q4 2024, filed 12 Feb 2025.