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Washington Trust Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Washington Trust 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
-1,487
Closed -$146K – 685
2024
Q3 		$146K Hold
1,487
– – 0.01% 227
2024
Q2 		$136K Sell
1,487
-374
-20% -$34.1K 0.01% 223
2024
Q1 		$176K Hold
1,861
– – 0.02% 206
2023
Q4 		$184K Sell
1,861
-14
-0.7% -$1.26K 0.02% 206
2023
Q3 		$166K Buy
1,875
+184
+11% +$17.7K 0.02% 200
2023
Q2 		$174K Buy
1,691
+151
+10% +$15.7K 0.02% 189
2023
Q1 		$164K Sell
1,540
-1,569
-50% -$164K 0.02% 192
2022
Q4 		$310K Sell
3,109
-1,333
-30% -$134K 0.03% 142
2022
Q3 		$455K Buy
4,442
+37
+0.8% +$4.17K 0.04% 137
2022
Q2 		$506K Buy
4,405
+260
+6% +$30.6K 0.04% 134
2022
Q1 		$547K Buy
+4,145
New +$572K 0.04% 145

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 22.9% 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

Washington Trust Advisors's TLT Position: Q4 2024 in Review

Washington Trust Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024, closing a stake of 1,487 shares — an estimated $146K sold.

Washington Trust Advisors first reported a position in TLT in Q1 2022 and held it in 11 quarters. The position peaked at $547K in Q1 2022. 1,226 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

  • Washington Trust Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Washington Trust Advisors sold 1,487 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $146K.
  • Washington Trust Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and held it in 11 quarters.
  • Washington Trust Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $547K in Q1 2022.
  • 1,226 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Washington Trust Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.