Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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PMG
ProVise Management Group’s
iShares 20+ Year Treasury Bond ETF
TLT
Stock Holding History
ProVise Management Group’s Portfolio
TLT Stock Details
TLT Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
2023
Q4
$435K
Sell
2023
Q3
$454K
Sell
2023
Q2
$1M
Buy
2022
Q2
–
Sell
2022
Q1
$2.29M
Buy
2021
Q3
–
Sell
2021
Q2
$1.21M
Sell
2021
Q1
$1.26M
Sell
2020
Q4
$1.74M
Buy
2020
Q3
$604K
Buy
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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