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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 		$170 Hold
100
– – ﹤0.01% 804
2024
Q1 		$343 Buy
+100
New +$9.46K ﹤0.01% 760

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 $5.72T 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 $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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. 1,103 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.
  • 1,103 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.