Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WCAMG
Woodard & Company Asset Management Group’s
iShares 20+ Year Treasury Bond ETF
TLT
Stock Holding History
Woodard & Company Asset Management Group’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
$11.4K
Hold
132
–
–
﹤0.01%
156
2025
Q4
$11.5K
Sell
132
-253
-66%
-$22.6K
﹤0.01%
155
2025
Q3
$34.4K
Sell
385
-131
-25%
-$11.5K
0.01%
130
2025
Q2
$45.5K
Buy
516
+416
+416%
+$36.3K
0.01%
118
2025
Q1
$9.1K
Hold
100
–
–
﹤0.01%
129
2024
Q4
$8.73K
Hold
100
–
–
﹤0.01%
119
2024
Q3
$9.81K
Hold
100
–
–
﹤0.01%
112
2024
Q2
$9.18K
Hold
100
–
–
﹤0.01%
114
2024
Q1
$9.46K
Hold
100
–
–
﹤0.01%
101
2023
Q4
$9.89K
Sell
100
-100
-50%
-$9.04K
﹤0.01%
97
2023
Q3
$17.7K
Buy
200
+100
+100%
+$9.61K
0.01%
83
2023
Q2
$10.3K
Hold
100
–
–
﹤0.01%
91
2023
Q1
$10.6K
Hold
100
–
–
﹤0.01%
92
2022
Q4
$9.96K
Hold
100
–
–
﹤0.01%
94
2022
Q3
$10K
Hold
100
–
–
﹤0.01%
95
2022
Q2
$11K
Hold
100
–
–
﹤0.01%
103
2022
Q1
$13K
Hold
100
–
–
0.01%
109
2021
Q4
$15K
Hold
100
–
–
0.01%
94
2021
Q3
$14K
Hold
100
–
–
0.01%
97
2021
Q2
$14K
Hold
100
–
–
0.01%
96
2021
Q1
$14K
Hold
100
–
–
0.01%
104
2020
Q4
$16K
Buy
100
+93
+1,329%
+$14.8K
0.01%
92
2020
Q3
$1K
Buy
+7
New
+$1.16K
﹤0.01%
91
Other funds holding TLT
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Rafferty Asset Management
New York
$24.6B AUM
47.06%
1-Year Est. Return
Bank of Montreal
Toronto, Ontario, Canada
$245B AUM
31.4%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close