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

Peak 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
Q4 		– Sell
-58,104
Closed -$5.15M – 143
2023
Q3 		$5.15M Sell
58,104
-30,045
-34% -$2.89M 1.24% 25
2023
Q2 		$9.07M Buy
+88,149
New +$9.14M 2.1% 16

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
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 22.96% 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

Peak Asset Management's TLT Position: Q4 2023 in Review

Peak Asset Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2023, closing a stake of 58,104 shares — an estimated $5.15M sold.

Peak Asset Management first reported a position in TLT in Q2 2023 and held it in 2 quarters. The position peaked at $9.07M in Q2 2023. 1,106 funds tracked by Wall St. Rank hold TLT as of Q4 2023.

  • Peak Asset Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Peak Asset Management sold 58,104 iShares 20+ Year Treasury Bond ETF shares in Q4 2023, an estimated $5.15M.
  • Peak Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and held it in 2 quarters.
  • Peak Asset Management's iShares 20+ Year Treasury Bond ETF position peaked at $9.07M in Q2 2023.
  • 1,106 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2023.

Based on Peak Asset Management's 13F filing for Q4 2023, filed 12 Feb 2024.