Wade Financial Advisory’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Wade Financial Advisory’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	$686K	Buy	7,538 +20	+0.3%	+$1.78K	0.24%	45
2024 Q4	$657K	Buy	7,518 +864	+13%	+$79.5K	0.22%	47
2024 Q3	$653K	Buy	6,654 +375	+6%	+$36.2K	0.22%	48
2024 Q2	$576K	Buy	6,279 +918	+17%	+$83.6K	0.21%	50
2024 Q1	$507K	Buy	5,361 +615	+13%	+$58.2K	0.19%	51
2023 Q4	$469K	Buy	4,746 +4	+0.1%	+$361	0.18%	54
2023 Q3	$421K	Sell	4,742 -230	-5%	-$22.1K	0.18%	56
2023 Q2	$512K	Buy	4,972 +768	+18%	+$79.7K	0.2%	53
2023 Q1	$447K	Buy	+4,204	New	+$440K	0.19%	55

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

Wade Financial Advisory's TLT Position: Q1 2025 in Review

Wade Financial Advisory increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.27% in Q1 2025, buying an estimated $1.78K and bringing the position to 7,538 shares worth $686K. The position accounts for 0.24% of the portfolio, ranked #45.

Wade Financial Advisory first reported a position in TLT in Q1 2023 and has held it in 9 quarters since. 1,179 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

Wade Financial Advisory held 7,538 shares of iShares 20+ Year Treasury Bond ETF worth $686K as of Q1 2025.
Wade Financial Advisory bought 20 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $1.78K.
iShares 20+ Year Treasury Bond ETF made up 0.24% of Wade Financial Advisory's portfolio in Q1 2025, its #45 holding.
Wade Financial Advisory first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 9 quarters since.
1,179 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.