MSAM
TLT icon

Moloney Securities Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Moloney Securities Asset Management’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
Q2 		– Sell
-28,428
Closed -$3.02M – 454
2023
Q1 		$3.02M Buy
+28,428
New +$2.97M 0.56% 45

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Moloney Securities Asset Management's TLT Position: Q2 2023 in Review

Moloney Securities Asset Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2023, closing a stake of 28,428 shares — an estimated $3.02M sold.

Moloney Securities Asset Management first reported a position in TLT in Q1 2023 and held it in 1 quarter. The position peaked at $3.02M in Q1 2023. 870 funds tracked by Wall St. Rank hold TLT as of Q2 2023.

  • Moloney Securities Asset Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Moloney Securities Asset Management sold 28,428 iShares 20+ Year Treasury Bond ETF shares in Q2 2023, an estimated $3.02M.
  • Moloney Securities Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and held it in 1 quarter.
  • Moloney Securities Asset Management's iShares 20+ Year Treasury Bond ETF position peaked at $3.02M in Q1 2023.
  • 870 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2023.

Based on Moloney Securities Asset Management's 13F filing for Q2 2023, filed 31 Jul 2023.