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Impact Partnership Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Impact Partnership Wealth’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
-958
Closed -$90.6K – 636
2024
Q1 		$90.6K Sell
958
-112
-10% -$10.6K 0.04% 270
2023
Q4 		$106K Sell
1,070
-8,706
-89% -$787K 0.04% 236
2023
Q3 		$867K Sell
9,776
-16,154
-62% -$1.55M 0.27% 41
2023
Q2 		$2.67M Buy
+25,930
New +$2.69M 0.93% 12

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Impact Partnership Wealth's TLT Position: Q2 2024 in Review

Impact Partnership Wealth sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2024, closing a stake of 958 shares — an estimated $90.6K sold.

Impact Partnership Wealth first reported a position in TLT in Q2 2023 and held it in 4 quarters. The position peaked at $2.67M in Q2 2023. 1,109 funds tracked by Wall St. Rank hold TLT as of Q2 2024.

  • Impact Partnership Wealth reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 958 iShares 20+ Year Treasury Bond ETF shares in Q2 2024, an estimated $90.6K.
  • Impact Partnership Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $2.67M in Q2 2023.
  • 1,109 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.