1834 Investment Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

1834 Investment Advisors’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 Q1	–	Sell	-3,010	Closed	-$298K	–	229
2023 Q4	$298K	Sell	3,010 -13	-0.4%	-$1.18K	0.04%	197
2023 Q3	$268K	Buy	3,023 +510	+20%	+$49K	0.03%	207
2023 Q2	$259K	Buy	+2,513	New	+$261K	0.03%	216
2022 Q3	–	Sell	-13	Closed	-$1K	–	426
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	468
2022 Q1	$2K	Hold	13	–	–	﹤0.01%	423
2021 Q4	$2K	Hold	13	–	–	﹤0.01%	448
2021 Q3	$2K	Hold	13	–	–	﹤0.01%	463
2021 Q2	$2K	Sell	13 -2,276	-99%	-$318K	﹤0.01%	482
2021 Q1	$310K	Hold	2,289	–	–	0.04%	160
2020 Q4	$361K	Hold	2,289	–	–	0.05%	155
2020 Q3	$374K	Hold	2,289	–	–	0.05%	132
2020 Q2	$375K	Hold	2,289	–	–	0.06%	132
2020 Q1	$378K	Hold	2,289	–	–	0.07%	127
2019 Q4	$310K	Hold	2,289	–	–	0.05%	153
2019 Q3	$327K	Hold	2,289	–	–	0.05%	149
2019 Q2	$304K	Hold	2,289	–	–	0.05%	150
2019 Q1	$290K	Buy	2,289 +75	+3%	+$9.12K	0.04%	156
2018 Q4	$269K	Sell	2,214 -53	-2%	-$6.13K	0.05%	156
2018 Q3	$266K	Hold	2,267	–	–	0.04%	168
2018 Q2	$275K	Sell	2,267 -235	-9%	-$28.1K	0.04%	161
2018 Q1	$305K	Buy	2,502 +1,112	+80%	+$134K	0.05%	150
2017 Q4	$176K	Buy	+1,390	New	+$174K	0.03%	188

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

1834 Investment Advisors's TLT Position: Q1 2024 in Review

1834 Investment Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2024, closing a stake of 3,010 shares — an estimated $298K sold.

1834 Investment Advisors first reported a position in TLT in Q4 2017 and held it in 22 quarters. The position peaked at $378K in Q1 2020. 1,121 funds tracked by Wall St. Rank hold TLT as of Q1 2024.

1834 Investment Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
1834 Investment Advisors sold 3,010 iShares 20+ Year Treasury Bond ETF shares in Q1 2024, an estimated $298K.
1834 Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2017 and held it in 22 quarters.
1834 Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $378K in Q1 2020.
1,121 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2024.

Based on 1834 Investment Advisors's 13F filing for Q1 2024, filed 1 May 2024.