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TRUE Private Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

TRUE Private Wealth Advisors’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
-2,690
Closed -$264K – 238
2024
Q3 		$264K Sell
2,690
-1,636
-38% -$158K 0.03% 182
2024
Q2 		$397K Sell
4,326
-334
-7% -$30.4K 0.05% 193
2024
Q1 		$441K Sell
4,660
-8,313
-64% -$786K 0.05% 177
2023
Q4 		$1.28M Buy
12,973
+439
+4% +$39.7K 0.16% 83
2023
Q3 		$1.11M Buy
+12,534
New +$1.2M 0.15% 86
2021
Q1 		– Sell
-1,013
Closed -$159K – 652
2020
Q4 		$159K Sell
1,013
-449
-31% -$71.3K 0.03% 218
2020
Q3 		$238K Sell
1,462
-446
-23% -$74K 0.04% 170
2020
Q2 		$312K Sell
1,908
-2,284
-54% -$376K 0.06% 141
2020
Q1 		$691K Buy
+4,192
New +$625K 0.15% 81
2019
Q4 		– Sell
-30,325
Closed -$4.34M – 821
2019
Q3 		$4.34M Buy
30,325
+5,226
+21% +$726K 0.75% 19
2019
Q2 		$3.33M Buy
+25,099
New +$3.19M 0.57% 25

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

TRUE Private Wealth Advisors's TLT Position: Q4 2024 in Review

TRUE Private Wealth Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024, closing a stake of 2,690 shares — an estimated $264K sold.

TRUE Private Wealth Advisors first reported a position in TLT in Q2 2019 and held it in 11 quarters. The position peaked at $4.34M in Q3 2019. 1,225 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

  • TRUE Private Wealth Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 2,690 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $264K.
  • TRUE Private Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2019 and held it in 11 quarters.
  • TRUE Private Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $4.34M in Q3 2019.
  • 1,225 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.