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Winch Advisory Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Winch Advisory Services’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
2026
Q1 		$21.3K Buy
246
+2
+0.8% +$176 ﹤0.01% 241
2025
Q4 		$21.3K Buy
244
+3
+1% +$268 ﹤0.01% 240
2025
Q3 		$21.5K Buy
241
+3
+1% +$262 ﹤0.01% 237
2025
Q2 		$21K Buy
238
+3
+1% +$262 0.01% 233
2025
Q1 		$21.4K Buy
235
+1
+0.4% +$89 0.01% 221
2024
Q4 		$20.4K Buy
+234
New +$21.5K 0.01% 229
2021
Q1 		– Sell
-32
Closed -$5K – 469
2020
Q4 		$5K Hold
32
– – ﹤0.01% 305
2020
Q3 		$5K Hold
32
– – ﹤0.01% 264
2020
Q2 		$5K Hold
32
– – ﹤0.01% 263
2020
Q1 		$5K Buy
+32
New +$4.77K ﹤0.01% 230

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return