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Kiwi Wealth Investments Limited Partnership’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
-31,986
Closed -$2.84M – 38
2023
Q3 		$2.84M Buy
+31,986
New +$3.07M 0.31% 37

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's TLT Position: Q4 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2023, closing a stake of 31,986 shares — an estimated $2.84M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in TLT in Q3 2023 and held it in 1 quarter. The position peaked at $2.84M in Q3 2023. 1,103 funds tracked by Wall St. Rank hold TLT as of Q4 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 31,986 iShares 20+ Year Treasury Bond ETF shares in Q4 2023, an estimated $2.84M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and held it in 1 quarter.
  • Kiwi Wealth Investments Limited Partnership's iShares 20+ Year Treasury Bond ETF position peaked at $2.84M in Q3 2023.
  • 1,103 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2023, filed 14 Feb 2024.