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Baker Tilly Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Baker Tilly Wealth Management’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
Q1 		– Sell
-2,832
Closed -$280K – 470
2023
Q4 		$280K Buy
+2,832
New +$256K 0.05% 395
2023
Q3 		– Sell
-12,863
Closed -$1.32M – 544
2023
Q2 		$1.32M Buy
12,863
+9,219
+253% +$956K 0.14% 161
2023
Q1 		$388K Sell
3,644
-544
-13% -$56.9K 0.04% 397
2022
Q4 		$417K Buy
4,188
+1,748
+72% +$176K 0.05% 367
2022
Q3 		$250K Buy
+2,440
New +$275K 0.03% 437
2022
Q1 		– Sell
-2,345
Closed -$348K – 563
2021
Q4 		$348K Buy
2,345
+640
+38% +$94.3K 0.04% 408
2021
Q3 		$246K Buy
1,705
+169
+11% +$25.1K 0.03% 446
2021
Q2 		$222K Buy
+1,536
New +$214K 0.04% 465

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return