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Leuthold Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Leuthold Group’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
Q1 		– Sell
-10,926
Closed -$1.08M – 190
2023
Q4 		$1.08M Sell
10,926
-13,279
-55% -$1.2M 0.14% 125
2023
Q3 		$2.15M Sell
24,205
-672
-3% -$64.6K 0.3% 110
2023
Q2 		$2.56M Sell
24,877
-433
-2% -$44.9K 0.33% 115
2023
Q1 		$2.69M Buy
25,310
+480
+2% +$50.2K 0.36% 112
2022
Q4 		$2.47M Buy
24,830
+1,981
+9% +$200K 0.33% 111
2022
Q3 		$2.34M Buy
22,849
+840
+4% +$94.6K 0.35% 108
2022
Q2 		$2.53M Buy
22,009
+281
+1% +$33.1K 0.36% 108
2022
Q1 		$2.87M Buy
+21,728
New +$3M 0.37% 109
2021
Q3 		– Sell
-11,070
Closed -$1.6M – 203
2021
Q2 		$1.6M Buy
+11,070
New +$1.54M 0.2% 120
2020
Q4 		– Sell
-1,654
Closed -$270K – 194
2020
Q3 		$270K Buy
+1,654
New +$274K 0.04% 151
2019
Q3 		– Sell
-20,784
Closed -$2.76M – 210
2019
Q2 		$2.76M Sell
20,784
-218
-1% -$27.7K 0.36% 105
2019
Q1 		$2.65M Sell
21,002
-136
-0.6% -$16.5K 0.36% 102
2018
Q4 		$2.57M Sell
21,138
-600
-3% -$69.4K 0.37% 100
2018
Q3 		$2.55M Sell
21,738
-565
-3% -$67.8K 0.28% 123
2018
Q2 		$2.71M Buy
22,303
+3,724
+20% +$445K 0.3% 123
2018
Q1 		$2.27M Buy
+18,579
New +$2.24M 0.26% 134

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Leuthold Group's TLT Position: Q1 2024 in Review

Leuthold Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2024, closing a stake of 10,926 shares — an estimated $1.08M sold.

Leuthold Group first reported a position in TLT in Q1 2018 and held it in 16 quarters. The position peaked at $2.87M in Q1 2022. 1,121 funds tracked by Wall St. Rank hold TLT as of Q1 2024.

  • Leuthold Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Leuthold Group sold 10,926 iShares 20+ Year Treasury Bond ETF shares in Q1 2024, an estimated $1.08M.
  • Leuthold Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2018 and held it in 16 quarters.
  • Leuthold Group's iShares 20+ Year Treasury Bond ETF position peaked at $2.87M in Q1 2022.
  • 1,121 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2024.

Based on Leuthold Group's 13F filing for Q1 2024, filed 6 May 2024.