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

Straight Path 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
2024
Q4 		– Sell
-2,250
Closed -$221K – 100
2024
Q3 		$221K Hold
2,250
– – 0.1% 90
2024
Q2 		$207K Sell
2,250
-191
-8% -$17.4K 0.11% 87
2024
Q1 		$231K Sell
2,441
-474
-16% -$44.8K 0.13% 78
2023
Q4 		$288K Sell
2,915
-650
-18% -$58.7K 0.17% 69
2023
Q3 		$316K Buy
3,565
+100
+3% +$9.61K 0.21% 56
2023
Q2 		$357K Sell
3,465
-600
-15% -$62.2K 0.24% 53
2023
Q1 		$432K Buy
4,065
+64
+2% +$6.7K 0.34% 41
2022
Q4 		$398K Sell
4,001
-13
-0.3% -$1.31K 0.38% 37
2022
Q3 		$411K Buy
4,014
+644
+19% +$72.5K 0.37% 47
2022
Q2 		$387K Buy
+3,370
New +$397K 0.38% 46

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Straight Path Wealth Management's TLT Position: Q4 2024 in Review

Straight Path Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024, closing a stake of 2,250 shares — an estimated $221K sold.

Straight Path Wealth Management first reported a position in TLT in Q2 2022 and held it in 10 quarters. The position peaked at $432K in Q1 2023. 1,225 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

  • Straight Path Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Straight Path Wealth Management sold 2,250 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $221K.
  • Straight Path Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2022 and held it in 10 quarters.
  • Straight Path Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $432K in Q1 2023.
  • 1,225 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Straight Path Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.