CAC
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Cowen and Company’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Cowen and Company’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
Q4 		– Sell
-71,810
Closed -$7.04M – 310
2024
Q3 		$7.04M Buy
+71,810
New +$6.92M 0.24% 43
2023
Q4 		– Sell
-31,600
Closed -$2.8M – 688
2023
Q3 		$2.8M Sell
31,600
-58,400
-65% -$5.61M 0.2% 85
2023
Q2 		$9.26M Buy
+90,000
New +$9.34M 0.77% 31
2022
Q4 		– Sell
-100,235
Closed -$122K – 737
2022
Q3 		$122K Buy
+100,235
New +$11.3M 0.01% 202
2021
Q3 		– Hold
0
– – – 747
2021
Q2 		– Hold
0
– – – 742
2020
Q2 		– Sell
-2,100
Closed -$346K – 518
2020
Q1 		$346K Buy
+2,100
New +$313K 0.09% 148

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return