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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
2026
Q1 		$39.9M Hold
460,500
– – 9.51% 2
2025
Q4 		$250K Buy
460,500
+800
+0.2% +$71.5K 0.07% 27
2025
Q3 		$354K Hold
459,700
– – 0.1% 28
2025
Q2 		$723K Buy
+459,700
New +$40.1M 0.24% 23

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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. 1,102 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.
  • 1,102 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.