IMA
TLT icon

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

Investment Management Associates’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
Q4 		– Sell
-38,403
Closed -$3.41M – 39
2023
Q3 		$3.41M Buy
+38,403
New +$3.69M 1.42% 21

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Investment Management Associates's TLT Position: Q4 2023 in Review

Investment Management Associates sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2023, closing a stake of 38,403 shares — an estimated $3.41M sold.

Investment Management Associates first reported a position in TLT in Q3 2023 and held it in 1 quarter. The position peaked at $3.41M in Q3 2023. 1,106 funds tracked by Wall St. Rank hold TLT as of Q4 2023.

  • Investment Management Associates reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Investment Management Associates sold 38,403 iShares 20+ Year Treasury Bond ETF shares in Q4 2023, an estimated $3.41M.
  • Investment Management Associates first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and held it in 1 quarter.
  • Investment Management Associates's iShares 20+ Year Treasury Bond ETF position peaked at $3.41M in Q3 2023.
  • 1,106 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2023.

Based on Investment Management Associates's 13F filing for Q4 2023, filed 9 Feb 2024.