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First Personal Financial Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

First Personal 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
Q3 		$1.47K Hold
15
– – ﹤0.01% 359
2024
Q2 		$1.38K Hold
15
– – ﹤0.01% 336
2024
Q1 		$1.42K Buy
+15
New +$1.42K ﹤0.01% 337
2022
Q4 		– Sell
-9
Closed -$1K – 431
2022
Q3 		$1K Buy
+9
New +$1.01K ﹤0.01% 423

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

First Personal Financial Services's TLT Position: Q3 2024 in Review

First Personal Financial Services held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q3 2024 at 15 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

First Personal Financial Services first reported a position in TLT in Q3 2022 and has held it in 4 quarters since. 1,189 funds tracked by Wall St. Rank hold TLT as of Q3 2024.

  • First Personal Financial Services held 15 shares of iShares 20+ Year Treasury Bond ETF worth $1.47K as of Q3 2024.
  • First Personal Financial Services left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q3 2024.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #359 holding.
  • First Personal Financial Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2022 and has held it in 4 quarters since.
  • 1,189 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.