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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 $1.55T AUM 33.47% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Arrow Financial's TLT Position: Q4 2024 in Review

Arrow Financial sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024, closing a stake of 1,128 shares — an estimated $111K sold.

Arrow Financial first reported a position in TLT in Q2 2022 and held it in 10 quarters. The position peaked at $146K in Q4 2023. 1,226 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

  • Arrow Financial reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Arrow Financial sold 1,128 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $111K.
  • Arrow Financial first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2022 and held it in 10 quarters.
  • Arrow Financial's iShares 20+ Year Treasury Bond ETF position peaked at $146K in Q4 2023.
  • 1,226 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Arrow Financial's 13F filing for Q4 2024, filed 14 Feb 2025.