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Crystalline Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Crystalline Management’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
-2,800
Closed -$277K – 103
2023
Q4 		$277K Buy
+2,800
New +$253K 0.35% 54
2023
Q3 		– Sell
-3,700
Closed -$381K – 132
2023
Q2 		$381K Sell
3,700
-300
-8% -$31.1K 0.27% 68
2023
Q1 		$429K Buy
4,000
+1,300
+48% +$136K 0.31% 53
2022
Q4 		$269K Buy
+2,700
New +$272K 0.14% 92

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Crystalline Management's TLT Position: Q1 2024 in Review

Crystalline Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2024, closing a stake of 2,800 shares — an estimated $277K sold.

Crystalline Management first reported a position in TLT in Q4 2022 and held it in 4 quarters. The position peaked at $429K in Q1 2023. 1,116 funds tracked by Wall St. Rank hold TLT as of Q1 2024.

  • Crystalline Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Crystalline Management sold 2,800 iShares 20+ Year Treasury Bond ETF shares in Q1 2024, an estimated $277K.
  • Crystalline Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and held it in 4 quarters.
  • Crystalline Management's iShares 20+ Year Treasury Bond ETF position peaked at $429K in Q1 2023.
  • 1,116 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2024.

Based on Crystalline Management's 13F filing for Q1 2024, filed 10 May 2024.