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Raymond James Financial Services Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Raymond James Financial Services Advisors’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
Q1 		– Sell
-13,000
Closed -$2.86K – 3400
2022
Q4 		$2.86K Buy
+13,000
New +$1.31M ﹤0.01% 3231

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Raymond James Financial Services Advisors's TLT Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 16% in Q3 2024, buying an estimated $33.2M and bringing the position to 2,510,801 shares worth $246M. The position accounts for 0.33% of the portfolio, ranked #59.

Raymond James Financial Services Advisors first reported a position in TLT in Q2 2013 and has held it in 41 quarters since. 1,185 funds tracked by Wall St. Rank hold TLT as of Q3 2024.

  • Raymond James Financial Services Advisors held 2,510,801 shares of iShares 20+ Year Treasury Bond ETF worth $246M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 344,172 iShares 20+ Year Treasury Bond ETF shares in Q3 2024, an estimated $33.2M.
  • iShares 20+ Year Treasury Bond ETF made up 0.33% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #59 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and has held it in 41 quarters since.
  • 1,185 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.