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Buckingham Strategic Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$2.89M Buy
31,497
+2,971
+10% +$271K 0.03% 195
2024
Q1 		$2.7M Buy
28,526
+26,314
+1,190% +$2.49M 0.03% 206
2023
Q4 		$219K Buy
+2,212
New +$200K ﹤0.01% 658
2020
Q2 		– Sell
-1,994
Closed -$329K – 475
2020
Q1 		$329K Buy
+1,994
New +$297K 0.03% 326
2015
Q1 		– Sell
-2,273
Closed -$286K – 227
2014
Q4 		$286K Buy
+2,273
New +$276K 0.11% 142

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return