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

SpiderRock 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 		– Hold
0
– -$739 – 747
2023
Q4 		– Hold
0
– – – 111
2023
Q3 		– Hold
0
– – – 94
2023
Q2 		– Hold
0
– – – 81
2023
Q1 		– Hold
0
– – – 76
2022
Q4 		– Hold
0
– – – 112
2022
Q3 		– Hold
0
– – – 151
2022
Q2 		– Hold
0
– – – 156
2022
Q1 		– Hold
0
– – – 142
2021
Q2 		– Hold
0
– -$29K – 184
2021
Q1 		– Hold
0
– – – 169

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

SpiderRock Advisors's TLT Position: Q3 2024 in Review

SpiderRock Advisors opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2024: 6,000 shares worth $589K. The stake represents 0.01% of the portfolio and ranks #589 among its holdings. This is a return to the name: SpiderRock Advisors previously reported a position in TLT as recently as Q1 2024.

SpiderRock Advisors first reported a position in TLT in Q1 2024 and has held it in 2 quarters since. 1,184 funds tracked by Wall St. Rank hold TLT as of Q3 2024.

  • SpiderRock Advisors held 6,000 shares of iShares 20+ Year Treasury Bond ETF worth $589K as of Q3 2024.
  • iShares 20+ Year Treasury Bond ETF was a new SpiderRock Advisors position in Q3 2024.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #589 holding.
  • SpiderRock Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 2 quarters since.
  • 1,184 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.