Eldridge Investment Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Eldridge Investment Advisors’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 Q3	–	Sell	-13,000	Closed	-$1.19M	–	152
2024 Q2	$1.19M	Buy	+13,000	New	+$1.18M	0.3%	70
2022 Q4	–	Sell	-3,000	Closed	-$307K	–	139
2022 Q3	$307K	Sell	3,000 -9,305	-76%	-$1.05M	0.12%	101
2022 Q2	$1.41M	Sell	12,305 -1,145	-9%	-$135K	0.53%	35
2022 Q1	$1.78M	Buy	+13,450	New	+$1.86M	0.6%	32
2020 Q4	–	Sell	-4,370	Closed	-$713K	–	110
2020 Q3	$713K	Buy	+4,370	New	+$725K	0.34%	43
2019 Q4	–	Sell	-9,142	Closed	-$1.31M	–	102
2019 Q3	$1.31M	Buy	+9,142	New	+$1.27M	0.67%	28

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Eldridge Investment Advisors's TLT Position: Q3 2024 in Review

Eldridge Investment Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2024, closing a stake of 13,000 shares — an estimated $1.19M sold.

Eldridge Investment Advisors first reported a position in TLT in Q3 2019 and held it in 6 quarters. The position peaked at $1.78M in Q1 2022. 1,185 funds tracked by Wall St. Rank hold TLT as of Q3 2024.

Eldridge Investment Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Eldridge Investment Advisors sold 13,000 iShares 20+ Year Treasury Bond ETF shares in Q3 2024, an estimated $1.19M.
Eldridge Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2019 and held it in 6 quarters.
Eldridge Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $1.78M in Q1 2022.
1,185 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2024.

Based on Eldridge Investment Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.