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

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

St. Johns Investment Management's TLT Position: Q1 2025 in Review

St. Johns Investment Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 25 shares — an estimated $2.18K sold.

St. Johns Investment Management first reported a position in TLT in Q4 2021 and held it in 5 quarters. The position peaked at $49K in Q4 2021. 1,186 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

St. Johns Investment Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
St. Johns Investment Management sold 25 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $2.18K.
St. Johns Investment Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and held it in 5 quarters.
St. Johns Investment Management's iShares 20+ Year Treasury Bond ETF position peaked at $49K in Q4 2021.
1,186 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on St. Johns Investment Management's 13F filing for Q1 2025, filed 23 Apr 2025.