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Loring Wolcott & Coolidge Fiduciary Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
-19
Closed -$1.65K – 597
2023
Q3 		$1.65K Sell
19
-258
-93% -$24.8K ﹤0.01% 587
2023
Q2 		$28.5K Buy
+277
New +$28.7K ﹤0.01% 475
2018
Q2 		– Sell
-193
Closed -$24K – 731
2018
Q1 		$24K Buy
+193
New +$23.3K ﹤0.01% 520

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 22.94% 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

Loring Wolcott & Coolidge Fiduciary Advisors's TLT Position: Q4 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2023, closing a stake of 19 shares — an estimated $1.65K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TLT in Q1 2018 and held it in 3 quarters. The position peaked at $28.5K in Q2 2023. 1,102 funds tracked by Wall St. Rank hold TLT as of Q4 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 19 iShares 20+ Year Treasury Bond ETF shares in Q4 2023, an estimated $1.65K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2018 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $28.5K in Q2 2023.
  • 1,102 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.