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Arrow Financial’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Arrow Financial’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
-1,128
Closed -$111K – 310
2024
Q3 		$111K Hold
1,128
– – 0.01% 189
2024
Q2 		$104K Hold
1,128
– – 0.01% 185
2024
Q1 		$107K Sell
1,128
-350
-24% -$33.1K 0.01% 180
2023
Q4 		$146K Buy
1,478
+1,150
+351% +$104K 0.02% 173
2023
Q3 		$29.1K Hold
328
– – ﹤0.01% 233
2023
Q2 		$33.8K Buy
328
+240
+273% +$24.9K ﹤0.01% 225
2023
Q1 		$9.36K Hold
88
– – ﹤0.01% 282
2022
Q4 		$9K Hold
88
– – ﹤0.01% 287
2022
Q3 		$9K Buy
88
+71
+418% +$7.99K ﹤0.01% 290
2022
Q2 		$2K Buy
+17
New +$2K ﹤0.01% 342

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 $5.7T 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 $564B AUM 30.12% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return