Colton Groome Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Colton Groome Financial Advisors’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	-2,167	Closed	-$205K	–	130
2024 Q1	$205K	Sell	2,167 -630	-23%	-$59.6K	0.08%	117
2023 Q4	$277K	Buy	+2,797	New	+$253K	0.12%	98
2021 Q1	–	Sell	-7,641	Closed	-$1.21M	–	75
2020 Q4	$1.21M	Sell	7,641 -4,932	-39%	-$783K	0.78%	27
2020 Q3	$2.05M	Sell	12,573 -5,094	-29%	-$845K	1.44%	21
2020 Q2	$2.9M	Buy	17,667 +8,571	+94%	+$1.41M	2.11%	16
2020 Q1	$1.5M	Buy	+9,096	New	+$1.36M	1.24%	13

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

Colton Groome Financial Advisors's TLT Position: Q2 2024 in Review

Colton Groome Financial Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2024, closing a stake of 2,167 shares — an estimated $205K sold.

Colton Groome Financial Advisors first reported a position in TLT in Q1 2020 and held it in 6 quarters. The position peaked at $2.9M in Q2 2020. 1,109 funds tracked by Wall St. Rank hold TLT as of Q2 2024.

Colton Groome Financial Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Colton Groome Financial Advisors sold 2,167 iShares 20+ Year Treasury Bond ETF shares in Q2 2024, an estimated $205K.
Colton Groome Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and held it in 6 quarters.
Colton Groome Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $2.9M in Q2 2020.
1,109 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2024.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.