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Fourpath Capital Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Fourpath Capital Management’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
Q4 		– Sell
-425
Closed -$41.7K – 709
2024
Q3 		$41.7K Buy
+425
New +$41K 0.01% 358
2023
Q2 		– Sell
-54,443
Closed -$5.79M – 129
2023
Q1 		$5.79M Buy
+54,443
New +$5.7M 4.05% 4
2022
Q4 		– Sell
-49,247
Closed -$5.04M – 124
2022
Q3 		$5.04M Buy
49,247
+571
+1% +$64.3K 3.45% 8
2022
Q2 		$5.59M Sell
48,676
-64,071
-57% -$7.55M 3.48% 5
2022
Q1 		$14.9M Buy
112,747
+59,202
+111% +$8.17M 5.94% 4
2021
Q4 		$7.93M Buy
+53,545
New +$7.89M 3.05% 9

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Morgan Stanley
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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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return