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BTS Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

BTS Asset 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
Q3 		– Sell
-2,819
Closed -$259K – 39
2024
Q2 		$259K Sell
2,819
-1,829
-39% -$167K 0.24% 20
2024
Q1 		$440K Buy
4,648
+792
+21% +$74.9K 0.36% 13
2023
Q4 		$381K Buy
+3,856
New +$348K 0.29% 13
2020
Q3 		– Sell
-1,535,150
Closed -$252M – 20
2020
Q2 		$252M Buy
+1,535,150
New +$253M 67.51% 1
2020
Q1 		– Sell
-141,260
Closed -$19.3M – 21
2019
Q4 		$19.3M Buy
+141,260
New +$19.7M 3.1% 5
2019
Q3 		– Sell
-28,586
Closed -$3.78M – 20
2019
Q2 		$3.78M Buy
+28,586
New +$3.63M 4.11% 3
2013
Q4 		– Sell
-140
Closed -$15K – 6
2013
Q3 		$15K Buy
+140
New +$14.8K 0.08% 4

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 $5.7T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B 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 $564B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return