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W Advisors LLC’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

W Advisors LLC’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
-6,140
Closed -$536K – 125
2024
Q4 		$536K Buy
6,140
+96
+2% +$8.84K 0.33% 65
2024
Q3 		$593K Sell
6,044
-1,091
-15% -$105K 0.37% 60
2024
Q2 		$655K Sell
7,135
-1,987
-22% -$181K 0.43% 54
2024
Q1 		$863K Sell
9,122
-238
-3% -$22.5K 0.59% 43
2023
Q4 		$926K Buy
9,360
+608
+7% +$54.9K 0.69% 35
2023
Q3 		$776K Buy
8,752
+6,420
+275% +$617K 0.64% 41
2023
Q2 		$240K Sell
2,332
-1,298
-36% -$135K 0.19% 97
2023
Q1 		$386K Buy
3,630
+867
+31% +$90.7K 0.32% 70
2022
Q4 		$275K Buy
2,763
+617
+29% +$62.2K 0.23% 86
2022
Q3 		$220K Sell
2,146
-238
-10% -$26.8K 0.2% 88
2022
Q2 		$274K Sell
2,384
-337
-12% -$39.7K 0.24% 84
2022
Q1 		$359K Buy
+2,721
New +$375K 0.27% 76

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

W Advisors LLC's TLT Position: Q1 2025 in Review

W Advisors LLC sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 6,140 shares — an estimated $536K sold.

W Advisors LLC first reported a position in TLT in Q1 2022 and held it in 12 quarters. The position peaked at $926K in Q4 2023. 1,180 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

  • W Advisors LLC reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • W Advisors LLC sold 6,140 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $536K.
  • W Advisors LLC first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and held it in 12 quarters.
  • W Advisors LLC's iShares 20+ Year Treasury Bond ETF position peaked at $926K in Q4 2023.
  • 1,180 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on W Advisors LLC's 13F filing for Q1 2025, filed 13 May 2025.