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

USAdvisors 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
2025 Q1	–	Sell	-55,035	Closed	-$4.81M	–	151
2024 Q4	$4.81M	Buy	55,035 +11,142	+25%	+$1.03M	1.56%	18
2024 Q3	$4.33M	Buy	43,893 +3,315	+8%	+$320K	1.51%	21
2024 Q2	$3.72M	Buy	40,578 +2,971	+8%	+$271K	1.31%	26
2024 Q1	$3.56M	Buy	37,607 +3,001	+9%	+$284K	1.34%	23
2023 Q4	$3.42M	Buy	+34,606	New	+$3.13M	1.42%	25
2021 Q1	–	Sell	-7,359	Closed	-$1.16M	–	109
2020 Q4	$1.16M	Buy	7,359 +359	+5%	+$57K	0.56%	40
2020 Q3	$1.14K	Sell	7,000 -205	-3%	-$34K	0.18%	40
2020 Q2	$1.18M	Sell	7,205 -963	-12%	-$159K	0.63%	34
2020 Q1	$1.35M	Buy	+8,168	New	+$1.22M	0.83%	27

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

USAdvisors Wealth Management's TLT Position: Q1 2025 in Review

USAdvisors Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 55,035 shares — an estimated $4.81M sold.

USAdvisors Wealth Management first reported a position in TLT in Q1 2020 and held it in 9 quarters. The position peaked at $4.81M in Q4 2024. 1,180 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

USAdvisors Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
USAdvisors Wealth Management sold 55,035 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $4.81M.
USAdvisors Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and held it in 9 quarters.
USAdvisors Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $4.81M in Q4 2024.
1,180 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on USAdvisors Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.