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 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 22.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Buckingham Strategic Wealth's TLT Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 10% in Q2 2024, buying an estimated $271K and bringing the position to 31,497 shares worth $2.89M. The position accounts for 0.03% of the portfolio, ranked #195.

Buckingham Strategic Wealth first reported a position in TLT in Q4 2014 and has held it in 5 quarters since. 1,109 funds tracked by Wall St. Rank hold TLT as of Q2 2024.

Buckingham Strategic Wealth held 31,497 shares of iShares 20+ Year Treasury Bond ETF worth $2.89M as of Q2 2024.
Buckingham Strategic Wealth bought 2,971 iShares 20+ Year Treasury Bond ETF shares in Q2 2024, an estimated $271K.
iShares 20+ Year Treasury Bond ETF made up 0.03% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #195 holding.
Buckingham Strategic Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2014 and has held it in 5 quarters since.
1,109 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.