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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
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 $5.7T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B 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 $564B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return