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

BBJS Financial Advisors’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 		$2.94M Buy
29,965
+28,962
+2,888% +$2.79M 1.05% 23
2024
Q2 		$92.1K Sell
1,003
-154
-13% -$14K 0.03% 59
2024
Q1 		$109K Sell
1,157
-659
-36% -$62.3K 0.04% 56
2023
Q4 		$180K Sell
1,816
-56,592
-97% -$5.11M 0.06% 52
2023
Q3 		$5.18M Buy
+58,408
New +$5.61M 1.96% 14

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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 $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

BBJS Financial Advisors's TLT Position: Q3 2024 in Review

BBJS Financial Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2,888% in Q3 2024, buying an estimated $2.79M and bringing the position to 29,965 shares worth $2.94M. The position accounts for 1.05% of the portfolio, ranked #23.

BBJS Financial Advisors first reported a position in TLT in Q3 2023 and has held it in 5 quarters since. The position peaked at $5.18M in Q3 2023. 1,184 funds tracked by Wall St. Rank hold TLT as of Q3 2024.

  • BBJS Financial Advisors held 29,965 shares of iShares 20+ Year Treasury Bond ETF worth $2.94M as of Q3 2024.
  • BBJS Financial Advisors bought 28,962 iShares 20+ Year Treasury Bond ETF shares in Q3 2024, an estimated $2.79M.
  • iShares 20+ Year Treasury Bond ETF made up 1.05% of BBJS Financial Advisors's portfolio in Q3 2024, its #23 holding.
  • BBJS Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 5 quarters since.
  • BBJS Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $5.18M in Q3 2023.
  • 1,184 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.