EFS
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Essex Financial Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Essex Financial Services’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
-3,739
Closed -$370K – 558
2023
Q4 		$370K Buy
+3,739
New +$338K 0.04% 355

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Essex Financial Services's TLT Position: Q1 2024 in Review

Essex Financial Services sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2024, closing a stake of 3,739 shares — an estimated $370K sold.

Essex Financial Services first reported a position in TLT in Q4 2023 and held it in 1 quarter. The position peaked at $370K in Q4 2023. 1,116 funds tracked by Wall St. Rank hold TLT as of Q1 2024.

  • Essex Financial Services reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Essex Financial Services sold 3,739 iShares 20+ Year Treasury Bond ETF shares in Q1 2024, an estimated $370K.
  • Essex Financial Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 1 quarter.
  • Essex Financial Services's iShares 20+ Year Treasury Bond ETF position peaked at $370K in Q4 2023.
  • 1,116 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2024.

Based on Essex Financial Services's 13F filing for Q1 2024, filed 24 Apr 2024.