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Canopy Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Canopy Partners’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
Q4 		– Sell
-2,591
Closed -$254K – 222
2024
Q3 		$254K Sell
2,591
-2,079
-45% -$200K 0.11% 153
2024
Q2 		$429K Buy
4,670
+451
+11% +$41.1K 0.2% 102
2024
Q1 		$399K Sell
4,219
-2,649
-39% -$251K 0.2% 103
2023
Q4 		$679K Buy
+6,868
New +$621K 0.41% 55

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Canopy Partners's TLT Position: Q4 2024 in Review

Canopy Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024, closing a stake of 2,591 shares — an estimated $254K sold.

Canopy Partners first reported a position in TLT in Q4 2023 and held it in 4 quarters. The position peaked at $679K in Q4 2023. 1,218 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

  • Canopy Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Canopy Partners sold 2,591 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $254K.
  • Canopy Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 4 quarters.
  • Canopy Partners's iShares 20+ Year Treasury Bond ETF position peaked at $679K in Q4 2023.
  • 1,218 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Canopy Partners's 13F filing for Q4 2024, filed 13 Feb 2025.