White Pine Investment Company’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

White Pine Investment Company’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	-26,463	Closed	-$2.6M	–	69
2024 Q3	$2.6M	Buy	26,463 +1,206	+5%	+$116K	0.71%	46
2024 Q2	$2.32M	Buy	25,257 +88	+0.3%	+$8.02K	0.68%	44
2024 Q1	$2.38M	Buy	25,169 +1,729	+7%	+$164K	0.7%	44
2023 Q4	$2.32M	Buy	23,440 +8,364	+55%	+$756K	0.75%	43
2023 Q3	$1.34M	Buy	+15,076	New	+$1.45M	0.47%	45

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

White Pine Investment Company's TLT Position: Q4 2024 in Review

White Pine Investment Company sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024, closing a stake of 26,463 shares — an estimated $2.6M sold.

White Pine Investment Company first reported a position in TLT in Q3 2023 and held it in 5 quarters. The position peaked at $2.6M in Q3 2024. 1,226 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

White Pine Investment Company reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
White Pine Investment Company sold 26,463 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $2.6M.
White Pine Investment Company first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and held it in 5 quarters.
White Pine Investment Company's iShares 20+ Year Treasury Bond ETF position peaked at $2.6M in Q3 2024.
1,226 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on White Pine Investment Company's 13F filing for Q4 2024, filed 17 Jan 2025.