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Carmichael Hill & Associates’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Carmichael Hill & Associates’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 		$1.09M Buy
11,075
+3,136
+40% +$302K 0.39% 58
2024
Q2 		$729K Buy
7,939
+473
+6% +$43.1K 0.29% 71
2024
Q1 		$706K Buy
7,466
+1,835
+33% +$174K 0.28% 74
2023
Q4 		$557K Buy
+5,631
New +$509K 0.23% 80
2021
Q3 		– Sell
-16
Closed -$2K – 819
2021
Q2 		$2K Sell
16
-27
-63% -$3.77K ﹤0.01% 741
2021
Q1 		$6K Sell
43
-15
-26% -$2.17K ﹤0.01% 641
2020
Q4 		$9K Sell
58
-36
-38% -$5.72K 0.01% 575
2020
Q3 		$15K Sell
94
-97
-51% -$16.1K 0.01% 470
2020
Q2 		$31K Buy
191
+41
+27% +$6.75K 0.02% 352
2020
Q1 		$25K Buy
150
+61
+69% +$9.09K 0.02% 346
2019
Q4 		$12K Buy
+89
New +$12.4K 0.01% 467

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 $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B 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 $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Carmichael Hill & Associates's TLT Position: Q3 2024 in Review

Carmichael Hill & Associates increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 40% in Q3 2024, buying an estimated $302K and bringing the position to 11,075 shares worth $1.09M. The position accounts for 0.39% of the portfolio, ranked #58.

Carmichael Hill & Associates first reported a position in TLT in Q4 2019 and has held it in 11 quarters since. 1,184 funds tracked by Wall St. Rank hold TLT as of Q3 2024.

  • Carmichael Hill & Associates held 11,075 shares of iShares 20+ Year Treasury Bond ETF worth $1.09M as of Q3 2024.
  • Carmichael Hill & Associates bought 3,136 iShares 20+ Year Treasury Bond ETF shares in Q3 2024, an estimated $302K.
  • iShares 20+ Year Treasury Bond ETF made up 0.39% of Carmichael Hill & Associates's portfolio in Q3 2024, its #58 holding.
  • Carmichael Hill & Associates first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 11 quarters since.
  • 1,184 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.