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Stephens Consulting’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Stephens Consulting’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
Q2 		– Sell
-36
Closed -$3.28K – 1934
2025
Q1 		$3.28K Sell
36
-76
-68% -$6.76K ﹤0.01% 404
2024
Q4 		$9.78K Sell
112
-13
-10% -$1.2K ﹤0.01% 355
2024
Q3 		$12.3K Buy
+125
New +$12.1K ﹤0.01% 316
2023
Q2 		– Sell
-70
Closed -$7.45K – 528
2023
Q1 		$7.45K Sell
70
-388
-85% -$40.6K ﹤0.01% 355
2022
Q4 		$45.6K Sell
458
-13
-3% -$1.31K 0.03% 174
2022
Q3 		$48.3K Buy
471
+266
+130% +$29.9K 0.04% 176
2022
Q2 		$23.5K Buy
+205
New +$24.1K 0.02% 234

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
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return