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Oak Harbor Wealth Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Oak Harbor Wealth 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
-23
Closed -$2.18K – 231
2024
Q1 		$2.18K Hold
23
– – ﹤0.01% 221
2023
Q4 		$2.27K Buy
+23
New +$2.08K ﹤0.01% 224

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

Oak Harbor Wealth Partners's TLT Position: Q2 2024 in Review

Oak Harbor Wealth Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2024, closing a stake of 23 shares — an estimated $2.18K sold.

Oak Harbor Wealth Partners first reported a position in TLT in Q4 2023 and held it in 2 quarters. The position peaked at $2.27K in Q4 2023. 1,109 funds tracked by Wall St. Rank hold TLT as of Q2 2024.

  • Oak Harbor Wealth Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 23 iShares 20+ Year Treasury Bond ETF shares in Q2 2024, an estimated $2.18K.
  • Oak Harbor Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 2 quarters.
  • Oak Harbor Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $2.27K in Q4 2023.
  • 1,109 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2024.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2024, filed 18 Jul 2024.