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St. Johns Investment Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

St. Johns Investment 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
-25
Closed -$2.18K – 211
2024
Q4 		$2.18K Sell
25
-164
-87% -$15.1K ﹤0.01% 170
2024
Q3 		$18.5K Buy
+189
New +$18.2K 0.01% 125
2022
Q4 		– Sell
-200
Closed -$20K – 184
2022
Q3 		$20K Hold
200
– – 0.01% 112
2022
Q2 		$23K Buy
+200
New +$23.6K 0.01% 111
2022
Q1 		– Sell
-330
Closed -$49K – 200
2021
Q4 		$49K Buy
+330
New +$48.6K 0.03% 103
2021
Q1 		– Hold
0
– – – 182
2020
Q4 		– Hold
0
– – – 180

Other funds holding TLT

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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
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