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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
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 $5.7T 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 $93.1B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return