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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Baker Tilly Wealth Management's TLT Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2024, closing a stake of 2,832 shares — an estimated $280K sold.

Baker Tilly Wealth Management first reported a position in TLT in Q2 2021 and held it in 8 quarters. The position peaked at $1.32M in Q2 2023. 1,121 funds tracked by Wall St. Rank hold TLT as of Q1 2024.

Baker Tilly Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 2,832 iShares 20+ Year Treasury Bond ETF shares in Q1 2024, an estimated $280K.
Baker Tilly Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2021 and held it in 8 quarters.
Baker Tilly Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $1.32M in Q2 2023.
1,121 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.