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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 $1.37T 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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