First Manhattan’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

First Manhattan’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
2023 Q4	–	Sell	-2,000	Closed	-$177K	–	1563
2023 Q3	$177K	Hold	2,000	–	–	﹤0.01%	673
2023 Q2	$206K	Hold	2,000	–	–	﹤0.01%	659
2023 Q1	$213K	Sell	2,000 -317	-14%	-$33.2K	﹤0.01%	669
2022 Q4	$231K	Hold	2,317	–	–	﹤0.01%	665
2022 Q3	$237K	Sell	2,317 -3	-0.1%	-$338	﹤0.01%	652
2022 Q2	$266K	Sell	2,320 -1,497	-39%	-$176K	﹤0.01%	659
2022 Q1	$504K	Hold	3,817	–	–	﹤0.01%	578
2021 Q4	$565K	Hold	3,817	–	–	﹤0.01%	544
2021 Q3	$550K	Hold	3,817	–	–	﹤0.01%	542
2021 Q2	$550K	Buy	3,817 +17	+0.4%	+$2.37K	﹤0.01%	534
2021 Q1	$514K	Buy	3,800 +3,500	+1,167%	+$507K	﹤0.01%	530
2020 Q4	$47K	Sell	300 -211	-41%	-$33.5K	﹤0.01%	917
2020 Q3	$83K	Hold	511	–	–	﹤0.01%	798
2020 Q2	$83K	Buy	+511	New	+$84.1K	﹤0.01%	801

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Manhattan's TLT Position: Q4 2023 in Review

First Manhattan sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2023, closing a stake of 2,000 shares — an estimated $177K sold.

First Manhattan first reported a position in TLT in Q2 2020 and held it in 14 quarters. The position peaked at $565K in Q4 2021. 1,106 funds tracked by Wall St. Rank hold TLT as of Q4 2023.

First Manhattan reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
First Manhattan sold 2,000 iShares 20+ Year Treasury Bond ETF shares in Q4 2023, an estimated $177K.
First Manhattan first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2020 and held it in 14 quarters.
First Manhattan's iShares 20+ Year Treasury Bond ETF position peaked at $565K in Q4 2021.
1,106 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2023.

Based on First Manhattan's 13F filing for Q4 2023, filed 13 Feb 2024.