Wolff Wiese Magana’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Wolff Wiese Magana’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	-175	Closed	-$15.3K	–	1033
2024 Q4	$15.3K	Hold	175	–	–	0.01%	342
2024 Q3	$17.2K	Buy	+175	New	+$16.9K	0.01%	341
2022 Q4	–	Sell	-377	Closed	-$39K	–	967
2022 Q3	$39K	Hold	377	–	–	0.03%	274
2022 Q2	$43K	Hold	377	–	–	0.03%	277
2022 Q1	$50K	Hold	377	–	–	0.03%	272
2021 Q4	$56K	Hold	377	–	–	0.04%	263
2021 Q3	$54K	Sell	377 -280	-43%	-$41.6K	0.04%	271
2021 Q2	$95K	Sell	657 -78	-11%	-$10.9K	0.07%	200
2021 Q1	$100K	Sell	735 -34	-4%	-$4.93K	0.08%	190
2020 Q4	$121K	Buy	+769	New	+$122K	0.1%	158

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

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

Wolff Wiese Magana's TLT Position: Q1 2025 in Review

Wolff Wiese Magana sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 175 shares — an estimated $15.3K sold.

Wolff Wiese Magana first reported a position in TLT in Q4 2020 and held it in 10 quarters. The position peaked at $121K in Q4 2020. 1,186 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

Wolff Wiese Magana reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Wolff Wiese Magana sold 175 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $15.3K.
Wolff Wiese Magana first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and held it in 10 quarters.
Wolff Wiese Magana's iShares 20+ Year Treasury Bond ETF position peaked at $121K in Q4 2020.
1,186 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on Wolff Wiese Magana's 13F filing for Q1 2025, filed 22 Apr 2025.