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Cedar Brook Financial Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Cedar Brook Financial 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
Q2 		– Sell
-4,385
Closed -$415K – 366
2024
Q1 		$415K Buy
4,385
+41
+0.9% +$3.88K 0.08% 240
2023
Q4 		$420K Buy
+4,344
New +$393K 0.09% 220
2023
Q3 		– Sell
-3,408
Closed -$351K – 423
2023
Q2 		$351K Sell
3,408
-73
-2% -$7.57K 0.08% 249
2023
Q1 		$370K Sell
3,481
-709
-17% -$74.2K 0.1% 232
2022
Q4 		$417K Buy
4,190
+694
+20% +$69.9K 0.12% 197
2022
Q3 		$358K Sell
3,496
-1,940
-36% -$218K 0.12% 208
2022
Q2 		$624K Sell
5,436
-4,463
-45% -$526K 0.2% 132
2022
Q1 		$1.31M Buy
9,899
+404
+4% +$55.7K 0.34% 73
2021
Q4 		$1.41M Buy
9,495
+1,754
+23% +$259K 0.36% 68
2021
Q3 		$1.12M Sell
7,741
-2,399
-24% -$356K 0.34% 77
2021
Q2 		$1.46M Buy
10,140
+4,724
+87% +$659K 0.42% 58
2021
Q1 		$734K Sell
5,416
-2,965
-35% -$430K 0.25% 98
2020
Q4 		$1.32M Buy
8,381
+3,489
+71% +$554K 0.47% 53
2020
Q3 		$799K Buy
4,892
+1,999
+69% +$332K 0.31% 86
2020
Q2 		$474K Buy
+2,893
New +$476K 0.21% 134

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Cedar Brook Financial Partners's TLT Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2024, closing a stake of 4,385 shares — an estimated $415K sold.

Cedar Brook Financial Partners first reported a position in TLT in Q2 2020 and held it in 15 quarters. The position peaked at $1.46M in Q2 2021. 1,109 funds tracked by Wall St. Rank hold TLT as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 4,385 iShares 20+ Year Treasury Bond ETF shares in Q2 2024, an estimated $415K.
  • Cedar Brook Financial Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2020 and held it in 15 quarters.
  • Cedar Brook Financial Partners's iShares 20+ Year Treasury Bond ETF position peaked at $1.46M in Q2 2021.
  • 1,109 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.