ES
TLT icon

Eagle Strategies’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Eagle Strategies’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
-22,101
Closed -$2.09M – 322
2024
Q1 		$2.09M Buy
+22,101
New +$2.09M 0.46% 56
2022
Q3 		– Sell
-7,324
Closed -$841K – 143
2022
Q2 		$841K Buy
+7,324
New +$862K 0.31% 72

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Eagle Strategies's TLT Position: Q2 2024 in Review

Eagle Strategies sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2024, closing a stake of 22,101 shares — an estimated $2.09M sold.

Eagle Strategies first reported a position in TLT in Q2 2022 and held it in 2 quarters. The position peaked at $2.09M in Q1 2024. 1,109 funds tracked by Wall St. Rank hold TLT as of Q2 2024.

  • Eagle Strategies reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Eagle Strategies sold 22,101 iShares 20+ Year Treasury Bond ETF shares in Q2 2024, an estimated $2.09M.
  • Eagle Strategies first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2022 and held it in 2 quarters.
  • Eagle Strategies's iShares 20+ Year Treasury Bond ETF position peaked at $2.09M in Q1 2024.
  • 1,109 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2024.

Based on Eagle Strategies's 13F filing for Q2 2024, filed 8 Aug 2024.