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Newman Dignan & Sheerar Inc’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Newman Dignan & Sheerar Inc’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
-3,333
Closed -$296K – 186
2023
Q3 		$296K Buy
+3,333
New +$320K 0.1% 135

Other funds holding TLT

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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 $1.81T AUM 41.13% 1-Year Est. Return

Newman Dignan & Sheerar Inc's TLT Position: Q4 2023 in Review

Newman Dignan & Sheerar Inc sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2023, closing a stake of 3,333 shares — an estimated $296K sold.

Newman Dignan & Sheerar Inc first reported a position in TLT in Q3 2023 and held it in 1 quarter. The position peaked at $296K in Q3 2023. 1,106 funds tracked by Wall St. Rank hold TLT as of Q4 2023.

  • Newman Dignan & Sheerar Inc reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Newman Dignan & Sheerar Inc sold 3,333 iShares 20+ Year Treasury Bond ETF shares in Q4 2023, an estimated $296K.
  • Newman Dignan & Sheerar Inc first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and held it in 1 quarter.
  • Newman Dignan & Sheerar Inc's iShares 20+ Year Treasury Bond ETF position peaked at $296K in Q3 2023.
  • 1,106 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2023.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q4 2023, filed 9 Feb 2024.