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

Edge Wealth 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 Q2	–	Sell	-5,400	Closed	-$511K	–	83
2024 Q1	$511K	Buy	+5,400	New	+$511K	0.11%	48
2019 Q2	–	Sell	-17	Closed	-$2K	–	633
2019 Q1	$2K	Hold	17	–	–	﹤0.01%	522
2018 Q4	$2K	Hold	17	–	–	﹤0.01%	531
2018 Q3	$2K	Buy	+17	New	+$2.04K	﹤0.01%	555
2013 Q4	–	Sell	-300	Closed	-$32K	–	368
2013 Q3	$32K	Hold	300	–	–	0.02%	168
2013 Q2	$33K	Buy	+300	New	+$35.2K	0.02%	154

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Edge Wealth Management's TLT Position: Q2 2024 in Review

Edge Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2024, closing a stake of 5,400 shares — an estimated $511K sold.

Edge Wealth Management first reported a position in TLT in Q2 2013 and held it in 6 quarters. The position peaked at $511K in Q1 2024. 1,109 funds tracked by Wall St. Rank hold TLT as of Q2 2024.

Edge Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Edge Wealth Management sold 5,400 iShares 20+ Year Treasury Bond ETF shares in Q2 2024, an estimated $511K.
Edge Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and held it in 6 quarters.
Edge Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $511K in Q1 2024.
1,109 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2024.

Based on Edge Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.