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Sterling Investment Advisors (Pennsylvania)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2023
Q4 		– Sell
-33,581
Closed -$2.98M – 141
2023
Q3 		$2.98M Buy
+33,581
New +$3.23M 1.04% 30

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s TLT Position: Q4 2023 in Review

Sterling Investment Advisors (Pennsylvania) sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2023, closing a stake of 33,581 shares — an estimated $2.98M sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in TLT in Q3 2023 and held it in 1 quarter. The position peaked at $2.98M in Q3 2023. 1,102 funds tracked by Wall St. Rank hold TLT as of Q4 2023.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 33,581 iShares 20+ Year Treasury Bond ETF shares in Q4 2023, an estimated $2.98M.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s iShares 20+ Year Treasury Bond ETF position peaked at $2.98M in Q3 2023.
  • 1,102 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2023.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2023, filed 9 Feb 2024.