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Atwood & Palmer’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Atwood & Palmer’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 		– Sell
-45
Closed -$4.13K – 488
2024
Q2 		$4.13K Sell
45
-43
-49% -$3.92K ﹤0.01% 373
2024
Q1 		$8.33K Buy
+88
New +$8.32K ﹤0.01% 320
2021
Q1 		– Sell
-31
Closed -$5K – 452
2020
Q4 		$5K Buy
+31
New +$4.92K ﹤0.01% 344
2016
Q1 		– Sell
-46
Closed -$6K – 384
2015
Q4 		$6K Hold
46
– – ﹤0.01% 352
2015
Q3 		$6K Buy
+46
New +$5.58K ﹤0.01% 376

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Atwood & Palmer's TLT Position: Q3 2024 in Review

Atwood & Palmer sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2024, closing a stake of 45 shares — an estimated $4.13K sold.

Atwood & Palmer first reported a position in TLT in Q3 2015 and held it in 5 quarters. The position peaked at $8.33K in Q1 2024. 1,189 funds tracked by Wall St. Rank hold TLT as of Q3 2024.

  • Atwood & Palmer reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Atwood & Palmer sold 45 iShares 20+ Year Treasury Bond ETF shares in Q3 2024, an estimated $4.13K.
  • Atwood & Palmer first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2015 and held it in 5 quarters.
  • Atwood & Palmer's iShares 20+ Year Treasury Bond ETF position peaked at $8.33K in Q1 2024.
  • 1,189 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2024.

Based on Atwood & Palmer's 13F filing for Q3 2024, filed 7 Oct 2024.