Psagot Value Holdings’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Psagot Value Holdings’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 Q1	–	Sell	-250	Closed	-$25K	–	492
2023 Q4	$25K	Buy	+250	New	+$22.6K	0.01%	300
2018 Q3	–	Sell	-8,600	Closed	-$1.05M	–	381
2018 Q2	$1.05M	Buy	8,600 +1,200	+16%	+$144K	0.05%	141
2018 Q1	$902K	Buy	+7,400	New	+$894K	0.04%	164
2017 Q1	–	Sell	-111	Closed	-$13K	–	374
2016 Q4	$13K	Hold	111	–	–	﹤0.01%	301
2016 Q3	$15K	Hold	111	–	–	﹤0.01%	299
2016 Q2	$15K	Buy	+111	New	+$14.6K	﹤0.01%	283

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Psagot Value Holdings's TLT Position: Q1 2024 in Review

Psagot Value Holdings sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2024, closing a stake of 250 shares — an estimated $25K sold.

Psagot Value Holdings first reported a position in TLT in Q2 2016 and held it in 6 quarters. The position peaked at $1.05M in Q2 2018. 1,116 funds tracked by Wall St. Rank hold TLT as of Q1 2024.

Psagot Value Holdings reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Psagot Value Holdings sold 250 iShares 20+ Year Treasury Bond ETF shares in Q1 2024, an estimated $25K.
Psagot Value Holdings first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2016 and held it in 6 quarters.
Psagot Value Holdings's iShares 20+ Year Treasury Bond ETF position peaked at $1.05M in Q2 2018.
1,116 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.