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Life Planning Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Life Planning Partners’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
-5,194
Closed -$491K – 64
2024
Q1 		$491K Sell
5,194
-1,821
-26% -$172K 0.49% 39
2023
Q4 		$694K Buy
+7,015
New +$634K 0.68% 30

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Life Planning Partners's TLT Position: Q2 2024 in Review

Life Planning Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2024, closing a stake of 5,194 shares — an estimated $491K sold.

Life Planning Partners first reported a position in TLT in Q4 2023 and held it in 2 quarters. The position peaked at $694K in Q4 2023. 1,109 funds tracked by Wall St. Rank hold TLT as of Q2 2024.

  • Life Planning Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Life Planning Partners sold 5,194 iShares 20+ Year Treasury Bond ETF shares in Q2 2024, an estimated $491K.
  • Life Planning Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 2 quarters.
  • Life Planning Partners's iShares 20+ Year Treasury Bond ETF position peaked at $694K in Q4 2023.
  • 1,109 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2024.

Based on Life Planning Partners's 13F filing for Q2 2024, filed 31 Jul 2024.