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Reitz Capital Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Reitz Capital 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
2024
Q1 		$2.05M Hold
20,705
– – 3.68% 7
2023
Q4 		$2.05M Buy
20,705
+15,554
+302% +$1.41M 3.65% 7
2023
Q3 		$451K Buy
+5,151
New +$495K 0.86% 17
2019
Q1 		– Sell
-5,350
Closed -$650K – 44
2018
Q4 		$650K Buy
+5,350
New +$619K 0.79% 23

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 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 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Reitz Capital Advisors's TLT Position: Q1 2024 in Review

Reitz Capital Advisors held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q1 2024 at 20,705 shares worth $2.05M. The position accounts for 3.68% of the portfolio, ranked #7.

Reitz Capital Advisors first reported a position in TLT in Q4 2018 and has held it in 4 quarters since. 1,121 funds tracked by Wall St. Rank hold TLT as of Q1 2024.

  • Reitz Capital Advisors held 20,705 shares of iShares 20+ Year Treasury Bond ETF worth $2.05M as of Q1 2024.
  • Reitz Capital Advisors left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q1 2024.
  • iShares 20+ Year Treasury Bond ETF made up 3.68% of Reitz Capital Advisors's portfolio in Q1 2024, its #7 holding.
  • Reitz Capital Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2018 and has held it in 4 quarters since.
  • 1,121 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2024.

Based on Reitz Capital Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.