CAP
TLT icon

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

Columbia Advisory 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
Q1 		– Sell
-6,689
Closed -$661K – 65
2023
Q4 		$661K Buy
+6,689
New +$604K 0.68% 24
2023
Q2 		– Sell
-31,446
Closed -$3.34M – 64
2023
Q1 		$3.34M Buy
+31,446
New +$3.29M 3.16% 9

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Columbia Advisory Partners's TLT Position: Q1 2024 in Review

Columbia Advisory Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2024, closing a stake of 6,689 shares — an estimated $661K sold.

Columbia Advisory Partners first reported a position in TLT in Q1 2023 and held it in 2 quarters. The position peaked at $3.34M in Q1 2023. 1,117 funds tracked by Wall St. Rank hold TLT as of Q1 2024.

  • Columbia Advisory Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Columbia Advisory Partners sold 6,689 iShares 20+ Year Treasury Bond ETF shares in Q1 2024, an estimated $661K.
  • Columbia Advisory Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and held it in 2 quarters.
  • Columbia Advisory Partners's iShares 20+ Year Treasury Bond ETF position peaked at $3.34M in Q1 2023.
  • 1,117 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2024.

Based on Columbia Advisory Partners's 13F filing for Q1 2024, filed 15 Apr 2024.