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

SigFig 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
2025 Q1	–	Sell	-26,934	Closed	-$2.36M	–	132
2024 Q4	$2.36M	Buy	26,934 +1,463	+6%	+$135K	0.09%	74
2024 Q3	$2.51M	Sell	25,471 -5,358	-17%	-$517K	0.09%	73
2024 Q2	$2.83M	Buy	30,829 +2,599	+9%	+$237K	0.11%	65
2024 Q1	$2.67M	Sell	28,230 -8,906	-24%	-$842K	0.1%	70
2023 Q4	$3.67M	Buy	37,136 +3,399	+10%	+$307K	0.14%	58
2023 Q3	$2.99M	Buy	+33,737	New	+$3.24M	0.12%	67
2023 Q2	–	Sell	-2,421	Closed	-$265K	–	106
2023 Q1	$265K	Sell	2,421 -171	-7%	-$17.9K	0.01%	96
2022 Q4	$266K	Sell	2,592 -24	-0.9%	-$2.42K	0.01%	105
2022 Q3	$273K	Buy	+2,616	New	+$295K	0.01%	96
2021 Q1	–	Sell	-1,954	Closed	-$310K	–	80
2020 Q4	$310K	Buy	1,954 +714	+58%	+$113K	0.02%	71
2020 Q3	$205K	Buy	+1,240	New	+$206K	0.02%	70

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

SigFig Wealth Management's TLT Position: Q1 2025 in Review

SigFig Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 26,934 shares — an estimated $2.36M sold.

SigFig Wealth Management first reported a position in TLT in Q3 2020 and held it in 11 quarters. The position peaked at $3.67M in Q4 2023. 1,186 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

SigFig Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
SigFig Wealth Management sold 26,934 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $2.36M.
SigFig Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2020 and held it in 11 quarters.
SigFig Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $3.67M in Q4 2023.
1,186 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on SigFig Wealth Management's 13F filing for Q1 2025, filed 9 Apr 2025.