FCH
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Freestone Capital Holdings’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Freestone Capital Holdings’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
Q1 		– Sell
-3,271
Closed -$323K – 464
2023
Q4 		$323K Buy
+3,271
New +$296K 0.01% 316
2023
Q3 		– Sell
-2,050
Closed -$211K – 412
2023
Q2 		$211K Buy
+2,050
New +$213K 0.01% 353
2021
Q4 		– Sell
-2,200
Closed -$318K – 525
2021
Q3 		$318K Buy
+2,200
New +$327K 0.02% 336
2021
Q1 		– Sell
-729
Closed -$115K – 1062
2020
Q4 		$115K Sell
729
-700
-49% -$111K 0.01% 413
2020
Q3 		$233K Sell
1,429
-22
-2% -$3.65K 0.02% 302
2020
Q2 		$238 Buy
1,451
+29
+2% +$4.77K ﹤0.01% 306
2020
Q1 		$235 Buy
+1,422
New +$212K 0.01% 334

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
Jane Street
Jane Street New York $93.1B AUM 61.18% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return