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Benedetti & Gucer’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Benedetti & Gucer’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 		$394K Sell
4,164
-585
-12% -$55.3K 0.2% 83
2023
Q4 		$470K Sell
4,749
-3,646
-43% -$329K 0.25% 75
2023
Q3 		$745K Buy
+8,395
New +$807K 0.41% 49

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 $777B 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 $5.72T 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 $666B 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 $61.3B AUM 39.33% 1-Year Est. Return

Benedetti & Gucer's TLT Position: Q1 2024 in Review

Benedetti & Gucer reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 12% in Q1 2024, selling an estimated $55.3K and leaving 4,164 shares worth $394K. The position accounts for 0.2% of the portfolio, ranked #83.

Benedetti & Gucer first reported a position in TLT in Q3 2023 and has held it in 3 quarters since. The position peaked at $745K in Q3 2023. 1,116 funds tracked by Wall St. Rank hold TLT as of Q1 2024.

  • Benedetti & Gucer held 4,164 shares of iShares 20+ Year Treasury Bond ETF worth $394K as of Q1 2024.
  • Benedetti & Gucer sold 585 iShares 20+ Year Treasury Bond ETF shares in Q1 2024, an estimated $55.3K.
  • iShares 20+ Year Treasury Bond ETF made up 0.2% of Benedetti & Gucer's portfolio in Q1 2024, its #83 holding.
  • Benedetti & Gucer first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 3 quarters since.
  • Benedetti & Gucer's iShares 20+ Year Treasury Bond ETF position peaked at $745K in Q3 2023.
  • 1,116 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.