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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
2023
Q4 		– Sell
-98,900
Closed -$549K – 678
2023
Q3 		$549K Buy
+98,900
New +$9.51M 0.04% 169
2021
Q3 		– Sell
-50,000
Closed -$2K – 701
2021
Q2 		$2K Buy
+50,000
New +$6.98M ﹤0.01% 573
2020
Q2 		– Sell
-14,500
Closed -$45K – 479
2020
Q1 		$45K Buy
+14,500
New +$2.16M 0.01% 293

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cowen and Company's TLT Position: Q4 2024 in Review

Cowen and Company sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024, closing a stake of 71,810 shares — an estimated $7.04M sold.

Cowen and Company first reported a position in TLT in Q1 2020 and held it in 5 quarters. The position peaked at $9.26M in Q2 2023. 1,221 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

  • Cowen and Company reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Cowen and Company sold 71,810 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $7.04M.
  • Cowen and Company first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and held it in 5 quarters.
  • Cowen and Company's iShares 20+ Year Treasury Bond ETF position peaked at $9.26M in Q2 2023.
  • 1,221 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Cowen and Company's 13F filing for Q4 2024.