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

Steel Grove 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
2025
Q1 		– Sell
-7,000
Closed -$611K – 194
2024
Q4 		$611K Buy
+7,000
New +$644K 0.08% 103

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Steel Grove Capital Advisors's TLT Position: Q3 2024 in Review

Steel Grove Capital Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2024, closing a stake of 7,000 shares — an estimated $642K sold.

Steel Grove Capital Advisors first reported a position in TLT in Q3 2022 and held it in 2 quarters. The position peaked at $642K in Q2 2024. 1,187 funds tracked by Wall St. Rank hold TLT as of Q3 2024.

  • Steel Grove Capital Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 7,000 iShares 20+ Year Treasury Bond ETF shares in Q3 2024, an estimated $642K.
  • Steel Grove Capital Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2022 and held it in 2 quarters.
  • Steel Grove Capital Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $642K in Q2 2024.
  • 1,187 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2024.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2024, filed 7 Nov 2024.