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

Financial Management Professionals’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
-512
Closed -$48K – 1019
2024
Q1 		$48K Buy
+512
New +$48.4K 0.01% 290
2023
Q2 		– Sell
-5
Closed -$1K – 1109
2023
Q1 		$1K Sell
5
-102
-95% -$10.7K ﹤0.01% 946
2022
Q4 		$11K Sell
107
-58
-35% -$5.84K ﹤0.01% 485
2022
Q3 		$17K Buy
165
+160
+3,200% +$18K ﹤0.01% 384
2022
Q2 		$1K Hold
5
– – ﹤0.01% 889
2022
Q1 		$1K Hold
5
– – ﹤0.01% 968
2021
Q4 		$1K Buy
+5
New +$737 ﹤0.01% 905
2020
Q2 		– Sell
-67
Closed -$11K – 627
2020
Q1 		$11K Buy
+67
New +$9.99K ﹤0.01% 165
2015
Q4 		– Hold
0
– – – 269
2015
Q3 		– Hold
0
– – – 293

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return