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Sloy Dahl & Holst’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Sloy Dahl & Holst’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
2026
Q1 		$443K Buy
5,115
+455
+10% +$40K 0.06% 67
2025
Q4 		$406K Sell
4,660
-590
-11% -$52.8K 0.05% 76
2025
Q3 		$469K Hold
5,250
– – 0.05% 70
2025
Q2 		$463K Buy
5,250
+2,580
+97% +$225K 0.06% 66
2025
Q1 		$243K Buy
+2,670
New +$238K 0.04% 92
2024
Q4 		– Sell
-2,405
Closed -$236K – 113
2024
Q3 		$236K Hold
2,405
– – 0.04% 88
2024
Q2 		$221K Buy
2,405
+55
+2% +$5.01K 0.05% 83
2024
Q1 		$222K Buy
2,350
+165
+8% +$15.6K 0.05% 81
2023
Q4 		$216K Buy
+2,185
New +$197K 0.04% 81

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return