WR Wealth Planners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

WR Wealth Planners’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	$147K	Sell	1,685 -1,892	-53%	-$174K	0.05%	185
2024 Q3	$351K	Buy	3,577 +47	+1%	+$4.53K	0.1%	130
2024 Q2	$324K	Sell	3,530 -100	-3%	-$9.11K	0.1%	123
2024 Q1	$343K	Sell	3,630 -1,403	-28%	-$133K	0.11%	127
2023 Q4	$498K	Sell	5,033 -948	-16%	-$85.7K	0.19%	102
2023 Q3	$530K	Buy	5,981 +4,670	+356%	+$449K	0.2%	80
2023 Q2	$135K	Buy	1,311 +22	+2%	+$2.28K	0.05%	209
2023 Q1	$137K	Sell	1,289 -11	-0.8%	-$1.15K	0.06%	198
2022 Q4	$129K	Buy	1,300 +370	+40%	+$37.3K	0.08%	121
2022 Q3	$95.3K	Buy	930 +82	+10%	+$9.23K	0.07%	126
2022 Q2	$97.4K	Sell	848 -220	-21%	-$25.9K	0.06%	130
2022 Q1	$141K	Buy	+1,068	New	+$147K	0.08%	115

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WR Wealth Planners's TLT Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 53% in Q4 2024, selling an estimated $174K and leaving 1,685 shares worth $147K. The position accounts for 0.05% of the portfolio, ranked #185.

WR Wealth Planners first reported a position in TLT in Q1 2022 and has held it in 12 quarters since. The position peaked at $530K in Q3 2023. 1,219 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

WR Wealth Planners held 1,685 shares of iShares 20+ Year Treasury Bond ETF worth $147K as of Q4 2024.
WR Wealth Planners sold 1,892 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $174K.
iShares 20+ Year Treasury Bond ETF made up 0.05% of WR Wealth Planners's portfolio in Q4 2024, its #185 holding.
WR Wealth Planners first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's iShares 20+ Year Treasury Bond ETF position peaked at $530K in Q3 2023.
1,219 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.