Steward Partners Investment Solutions’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Steward Partners Investment Solutions’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	$273K	Buy	+2,886	New	+$273K	0.05%	214

Other funds holding TLT

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Steward Partners Investment Solutions's TLT Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2024: 2,886 shares worth $273K. The stake represents 0.05% of the portfolio and ranks #214 among its holdings.

1,121 funds tracked by Wall St. Rank hold TLT as of Q1 2024.

Steward Partners Investment Solutions held 2,886 shares of iShares 20+ Year Treasury Bond ETF worth $273K as of Q1 2024.
iShares 20+ Year Treasury Bond ETF was a new Steward Partners Investment Solutions position in Q1 2024.
iShares 20+ Year Treasury Bond ETF made up 0.05% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #214 holding.
1,121 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.