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

Sugarloaf 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	$16.8K	Buy	192 +22	+13%	+$2.02K	﹤0.01%	426
2024 Q3	$16.7K	Sell	170 -50	-23%	-$4.82K	﹤0.01%	442
2024 Q2	$20.2K	Sell	220 -2	-0.9%	-$182	﹤0.01%	398
2024 Q1	$21K	Buy	+222	New	+$21K	﹤0.01%	398
2023 Q1	–	Sell	-1,406	Closed	-$140K	–	779
2022 Q4	$140K	Buy	1,406 +229	+19%	+$23.1K	0.04%	158
2022 Q3	$121K	Buy	1,177 +256	+28%	+$28.8K	0.03%	179
2022 Q2	$106K	Buy	+921	New	+$108K	0.03%	181
2021 Q1	–	Sell	-742	Closed	-$117K	–	786
2020 Q4	$117K	Buy	742 +240	+48%	+$38.1K	0.04%	162
2020 Q3	$139K	Sell	502 -2,243	-82%	-$372K	0.05%	136
2020 Q2	$456K	Buy	2,745 +2,744	+274,400%	+$452K	0.18%	69
2020 Q1	$0	Sell	1 -3,282	-100%	-$489K	﹤0.01%	738
2019 Q4	$445K	Buy	+3,283	New	+$457K	0.19%	81

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sugarloaf Wealth Management's TLT Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 13% in Q4 2024, buying an estimated $2.02K and bringing the position to 192 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Sugarloaf Wealth Management first reported a position in TLT in Q4 2019 and has held it in 12 quarters since. The position peaked at $456K in Q2 2020. 1,218 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

Sugarloaf Wealth Management held 192 shares of iShares 20+ Year Treasury Bond ETF worth $16.8K as of Q4 2024.
Sugarloaf Wealth Management bought 22 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $2.02K.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #426 holding.
Sugarloaf Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 12 quarters since.
Sugarloaf Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $456K in Q2 2020.
1,218 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.