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Alexander Labrunerie & Co’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Alexander Labrunerie & Co’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 		– Sell
-50,820
Closed -$4.99M – 110
2024
Q3 		$4.99M Buy
50,820
+33,954
+201% +$3.27M 2.28% 14
2024
Q2 		$1.55M Sell
16,866
-386
-2% -$35.2K 0.83% 29
2024
Q1 		$1.63M Buy
+17,252
New +$1.63M 0.91% 27

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alexander Labrunerie & Co's TLT Position: Q4 2024 in Review

Alexander Labrunerie & Co sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024, closing a stake of 50,820 shares — an estimated $4.99M sold.

Alexander Labrunerie & Co first reported a position in TLT in Q1 2024 and held it in 3 quarters. The position peaked at $4.99M in Q3 2024. 1,219 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

  • Alexander Labrunerie & Co reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Alexander Labrunerie & Co sold 50,820 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $4.99M.
  • Alexander Labrunerie & Co first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and held it in 3 quarters.
  • Alexander Labrunerie & Co's iShares 20+ Year Treasury Bond ETF position peaked at $4.99M in Q3 2024.
  • 1,219 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Alexander Labrunerie & Co's 13F filing for Q4 2024, filed 27 Jan 2025.