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Rockbridge Investment Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-2
Closed -$198 – 571
2023
Q4 		$198 Buy
+2
New +$181 ﹤0.01% 646
2022
Q3 		– Sell
-1,386
Closed -$159K – 544
2022
Q2 		$159K Hold
1,386
– – 0.03% 117
2022
Q1 		$183K Hold
1,386
– – 0.03% 169
2021
Q4 		$205K Hold
1,386
– – 0.03% 179
2021
Q3 		$200K Buy
1,386
+1,384
+69,200% +$206K 0.03% 152
2021
Q2 		$0 Hold
2
– – ﹤0.01% 761
2021
Q1 		$0 Sell
2
-125
-98% -$18.1K ﹤0.01% 760
2020
Q4 		$20K Hold
127
– – ﹤0.01% 418
2020
Q3 		$21K Buy
127
+125
+6,250% +$20.7K 0.01% 377
2020
Q2 		$0 Buy
+2
New +$329 ﹤0.01% 640

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $564B AUM 30.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return