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	–	1017
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

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 22.9% 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

Financial Management Professionals's TLT Position: Q2 2024 in Review

Financial Management Professionals sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2024, closing a stake of 512 shares — an estimated $48K sold.

Financial Management Professionals first reported a position in TLT in Q1 2020 and held it in 8 quarters. The position peaked at $48K in Q1 2024. 1,109 funds tracked by Wall St. Rank hold TLT as of Q2 2024.

Financial Management Professionals reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Financial Management Professionals sold 512 iShares 20+ Year Treasury Bond ETF shares in Q2 2024, an estimated $48K.
Financial Management Professionals first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and held it in 8 quarters.
Financial Management Professionals's iShares 20+ Year Treasury Bond ETF position peaked at $48K in Q1 2024.
1,109 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2024.

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