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

Vigilare 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	-23,392	Closed	-$2.29M	–	94
2024 Q3	$2.29M	Sell	23,392 -6,403	-21%	-$617K	0.93%	21
2024 Q2	$2.73M	Buy	29,795 +26,255	+742%	+$2.39M	1.21%	14
2024 Q1	$335K	Sell	3,540 -4,452	-56%	-$421K	0.17%	63
2023 Q4	$790K	Buy	+7,992	New	+$722K	0.41%	37
2023 Q1	–	Sell	-4,519	Closed	-$450K	–	119
2022 Q4	$450K	Buy	+4,519	New	+$455K	0.26%	50
2020 Q1	–	Sell	-1,452	Closed	-$211K	–	155
2019 Q4	$211K	Buy	+1,452	New	+$202K	0.14%	136

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

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

Vigilare Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024, closing a stake of 23,392 shares — an estimated $2.29M sold.

Vigilare Wealth Management first reported a position in TLT in Q4 2019 and held it in 6 quarters. The position peaked at $2.73M in Q2 2024. 1,218 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

Vigilare Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Vigilare Wealth Management sold 23,392 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $2.29M.
Vigilare Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and held it in 6 quarters.
Vigilare Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $2.73M in Q2 2024.
1,218 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

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