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Grove Bank & Trust’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Grove Bank & Trust’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
2025
Q3 		– Sell
-1,185
Closed -$105K – 886
2025
Q2 		$105K Buy
+1,185
New +$103K 0.01% 331
2023
Q4 		– Sell
-15
Closed -$1.33K – 706
2023
Q3 		$1.33K Buy
+15
New +$1.44K ﹤0.01% 673
2023
Q2 		– Sell
-78
Closed -$8.3K – 729
2023
Q1 		$8.3K Hold
78
– – ﹤0.01% 524
2022
Q4 		$8K Buy
+78
New +$7.86K ﹤0.01% 513

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return