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Goodman Advisory Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Goodman Advisory Group’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
-123,096
Closed -$11.6M – 208
2024
Q1 		$11.6M Buy
+123,096
New +$11.6M 3.69% 5
2023
Q4 		– Sell
-11,195
Closed -$993K – 175
2023
Q3 		$993K Sell
11,195
-31,561
-74% -$3.03M 0.37% 47
2023
Q2 		$4.4M Sell
42,756
-43,305
-50% -$4.49M 1.63% 24
2023
Q1 		$9.15M Sell
86,061
-158,533
-65% -$16.6M 4.99% 5
2022
Q4 		$24.4M Buy
244,594
+53,992
+28% +$5.44M 14.17% 1
2022
Q3 		$19.5M Buy
190,602
+86,281
+83% +$9.71M 10.65% 2
2022
Q2 		$12M Buy
+104,321
New +$12.3M 5.34% 5
2022
Q1 		– Sell
-2,135
Closed -$316K – 69
2021
Q4 		$316K Buy
+2,135
New +$315K 0.11% 54

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Goodman Advisory Group's TLT Position: Q2 2024 in Review

Goodman Advisory Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2024, closing a stake of 123,096 shares — an estimated $11.6M sold.

Goodman Advisory Group first reported a position in TLT in Q4 2021 and held it in 8 quarters. The position peaked at $24.4M in Q4 2022. 1,103 funds tracked by Wall St. Rank hold TLT as of Q2 2024.

  • Goodman Advisory Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Goodman Advisory Group sold 123,096 iShares 20+ Year Treasury Bond ETF shares in Q2 2024, an estimated $11.6M.
  • Goodman Advisory Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and held it in 8 quarters.
  • Goodman Advisory Group's iShares 20+ Year Treasury Bond ETF position peaked at $24.4M in Q4 2022.
  • 1,103 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2024.

Based on Goodman Advisory Group's 13F filing for Q2 2024, filed 15 Aug 2024.