Industrial Alliance Investment Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Industrial Alliance Investment 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
2023 Q2	–	Sell	-193,547	Closed	-$20.6M	–	461
2023 Q1	$20.6M	Buy	193,547 +598	+0.3%	+$62.6K	0.57%	39
2022 Q4	$19.2M	Sell	192,949 -45,310	-19%	-$4.57M	0.53%	45
2022 Q3	$24.4M	Buy	238,259 +8,467	+4%	+$953K	0.72%	33
2022 Q2	$26.4M	Buy	229,792 +229,314	+47,974%	+$27M	0.75%	29
2022 Q1	$63K	Buy	+478	New	+$65.9K	﹤0.01%	401

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Industrial Alliance Investment Management's TLT Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2023, closing a stake of 193,547 shares — an estimated $20.6M sold.

Industrial Alliance Investment Management first reported a position in TLT in Q1 2022 and held it in 5 quarters. The position peaked at $26.4M in Q2 2022. 870 funds tracked by Wall St. Rank hold TLT as of Q2 2023.

Industrial Alliance Investment Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Industrial Alliance Investment Management sold 193,547 iShares 20+ Year Treasury Bond ETF shares in Q2 2023, an estimated $20.6M.
Industrial Alliance Investment Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and held it in 5 quarters.
Industrial Alliance Investment Management's iShares 20+ Year Treasury Bond ETF position peaked at $26.4M in Q2 2022.
870 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.