Bridge Advisory’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bridge Advisory’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	-2,715	Closed	-$268K	–	113
2023 Q4	$268K	Sell	2,715 -4,934	-65%	-$446K	0.13%	94
2023 Q3	$678K	Buy	7,649 +5,383	+238%	+$517K	0.24%	78
2023 Q2	$233K	Buy	+2,266	New	+$235K	0.09%	121
2021 Q3	–	Sell	-1,413	Closed	-$204K	–	88
2021 Q2	$204K	Buy	+1,413	New	+$197K	0.1%	84
2021 Q1	–	Sell	-9,196	Closed	-$1.45M	–	92
2020 Q4	$1.45M	Buy	+9,196	New	+$1.46M	0.68%	26

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 22.9% 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

Bridge Advisory's TLT Position: Q1 2024 in Review

Bridge Advisory sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2024, closing a stake of 2,715 shares — an estimated $268K sold.

Bridge Advisory first reported a position in TLT in Q4 2020 and held it in 5 quarters. The position peaked at $1.45M in Q4 2020. 1,121 funds tracked by Wall St. Rank hold TLT as of Q1 2024.

Bridge Advisory reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Bridge Advisory sold 2,715 iShares 20+ Year Treasury Bond ETF shares in Q1 2024, an estimated $268K.
Bridge Advisory first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and held it in 5 quarters.
Bridge Advisory's iShares 20+ Year Treasury Bond ETF position peaked at $1.45M in Q4 2020.
1,121 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2024.

Based on Bridge Advisory's 13F filing for Q1 2024, filed 16 Apr 2024.