Sanctuary Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Sanctuary Wealth Management’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	$133K	Sell	1,524 -159	-9%	-$14.6K	0.09%	56
2024 Q3	$165K	Buy	1,683 +1	+0.1%	+$96	0.12%	49
2024 Q2	$154K	Sell	1,682 -8	-0.5%	-$729	0.12%	50
2024 Q1	$160K	Buy	1,690 +87	+5%	+$8.23K	0.13%	46
2023 Q4	$159K	Buy	1,603 +975	+155%	+$88.1K	0.15%	43
2023 Q3	$55.7K	Buy	628 +620	+7,750%	+$59.6K	0.06%	71
2023 Q2	$824	Buy	+8	New	+$830	﹤0.01%	257
2018 Q1	–	Sell	-82,090	Closed	-$10.4M	–	21
2017 Q4	$10.4M	Buy	+82,090	New	+$10.3M	9.49%	3

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sanctuary Wealth Management's TLT Position: Q4 2024 in Review

Sanctuary Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 9.4% in Q4 2024, selling an estimated $14.6K and leaving 1,524 shares worth $133K. The position accounts for 0.09% of the portfolio, ranked #56.

Sanctuary Wealth Management first reported a position in TLT in Q4 2017 and has held it in 8 quarters since. The position peaked at $10.4M in Q4 2017. 1,218 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

Sanctuary Wealth Management held 1,524 shares of iShares 20+ Year Treasury Bond ETF worth $133K as of Q4 2024.
Sanctuary Wealth Management sold 159 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $14.6K.
iShares 20+ Year Treasury Bond ETF made up 0.09% of Sanctuary Wealth Management's portfolio in Q4 2024, its #56 holding.
Sanctuary Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2017 and has held it in 8 quarters since.
Sanctuary Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $10.4M in Q4 2017.
1,218 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.