WWM
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return