JGC
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J. Goldman & Co’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

J. Goldman & Co’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
-100,000
Closed -$9.46M – 592
2024
Q1 		$9.46M Buy
+100,000
New +$9.46M 0.3% 106
2023
Q4 		– Sell
-175,100
Closed -$15.5M – 475
2023
Q3 		$15.5M Buy
+175,100
New +$16.8M 0.54% 58
2022
Q4 		– Sell
-45,000
Closed -$4.61M – 492
2022
Q3 		$4.61M Buy
+45,000
New +$5.07M 0.22% 124
2014
Q4 		– Sell
-100,000
Closed -$11.6M – 272
2014
Q3 		$11.6M Buy
+100,000
New +$11.5M 0.7% 29
2013
Q3 		– Sell
-175,000
Closed -$19.3M – 316
2013
Q2 		$19.3M Buy
+175,000
New +$20.6M 1.97% 6

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 $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return