AIA
TLT icon

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

Alera 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
Q3 		$12.4M Sell
126,618
-26,095
-17% -$2.52M 1.46% 19
2024
Q2 		$14M Buy
+152,713
New +$13.9M 1.69% 15
2019
Q2 		– Sell
-37
Closed -$5K – 914
2019
Q1 		$5K Hold
37
– – ﹤0.01% 652
2018
Q4 		$4K Buy
+37
New +$4.28K ﹤0.01% 659

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Alera Investment Advisors's TLT Position: Q3 2024 in Review

Alera Investment Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 17% in Q3 2024, selling an estimated $2.52M and leaving 126,618 shares worth $12.4M. The position accounts for 1.46% of the portfolio, ranked #19.

Alera Investment Advisors first reported a position in TLT in Q4 2018 and has held it in 4 quarters since. The position peaked at $14M in Q2 2024. 1,185 funds tracked by Wall St. Rank hold TLT as of Q3 2024.

  • Alera Investment Advisors held 126,618 shares of iShares 20+ Year Treasury Bond ETF worth $12.4M as of Q3 2024.
  • Alera Investment Advisors sold 26,095 iShares 20+ Year Treasury Bond ETF shares in Q3 2024, an estimated $2.52M.
  • iShares 20+ Year Treasury Bond ETF made up 1.46% of Alera Investment Advisors's portfolio in Q3 2024, its #19 holding.
  • Alera Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2018 and has held it in 4 quarters since.
  • Alera Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $14M in Q2 2024.
  • 1,185 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.