Sand Hill Global Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Sand Hill Global 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 Q3	–	Sell	-7,765	Closed	-$713K	–	198
2024 Q2	$713K	Sell	7,765 -66	-0.8%	-$6.01K	0.03%	119
2024 Q1	$741K	Sell	7,831 -38,187	-83%	-$3.61M	0.04%	105
2023 Q4	$4.55M	Sell	46,018 -310,237	-87%	-$28M	0.22%	69
2023 Q3	$31.6M	Buy	356,255 +341,339	+2,288%	+$32.8M	1.74%	11
2023 Q2	$1.54M	Sell	14,916 -1,325	-8%	-$137K	0.08%	86
2023 Q1	$1.73M	Sell	16,241 -32,150	-66%	-$3.36M	0.09%	87
2022 Q4	$4.82M	Buy	+48,391	New	+$4.88M	0.27%	60

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Sand Hill Global Advisors's TLT Position: Q3 2024 in Review

Sand Hill Global Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2024, closing a stake of 7,765 shares — an estimated $713K sold.

Sand Hill Global Advisors first reported a position in TLT in Q4 2022 and held it in 7 quarters. The position peaked at $31.6M in Q3 2023. 1,189 funds tracked by Wall St. Rank hold TLT as of Q3 2024.

Sand Hill Global Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Sand Hill Global Advisors sold 7,765 iShares 20+ Year Treasury Bond ETF shares in Q3 2024, an estimated $713K.
Sand Hill Global Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and held it in 7 quarters.
Sand Hill Global Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $31.6M in Q3 2023.
1,189 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2024.

Based on Sand Hill Global Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.