MPM
TLT icon

MBB Public Markets’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

MBB Public Markets’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 		– Hold
0
– – – 716
2024
Q1 		– Sell
-57,000
Closed -$5.39M – 306
2023
Q4 		$5.64M Buy
57,000
+2,000
+4% +$181K 0.35% 49
2023
Q3 		$4.88M Hold
55,000
– – 0.33% 59
2023
Q2 		$5.66M Buy
55,000
+2,000
+4% +$207K 0.32% 57
2023
Q1 		$5.64M Buy
53,000
+12,000
+29% +$1.26M 0.33% 42
2022
Q4 		$4.08M Buy
41,000
+7,721
+23% +$778K 0.11% 41
2022
Q3 		$3.41M Buy
33,279
+15,749
+90% +$1.77M 0.09% 43
2022
Q2 		$2.01M Buy
+17,530
New +$2.06M 0.05% 53
2022
Q1 		– Hold
0
– – – 426
2021
Q4 		– Hold
0
– – – 491

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return