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Syntegra Private Wealth Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Syntegra Private Wealth Group’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
-3,167
Closed -$291K – 157
2024
Q2 		$291K Sell
3,167
-5
-0.2% -$456 0.04% 118
2024
Q1 		$300K Sell
3,172
-1,238
-28% -$117K 0.04% 112
2023
Q4 		$436K Buy
4,410
+1,083
+33% +$97.9K 0.06% 72
2023
Q3 		$295K Buy
+3,327
New +$320K 0.05% 97

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

Syntegra Private Wealth Group's TLT Position: Q3 2024 in Review

Syntegra Private Wealth Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2024, closing a stake of 3,167 shares — an estimated $291K sold.

Syntegra Private Wealth Group first reported a position in TLT in Q3 2023 and held it in 4 quarters. The position peaked at $436K in Q4 2023. 1,184 funds tracked by Wall St. Rank hold TLT as of Q3 2024.

  • Syntegra Private Wealth Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Syntegra Private Wealth Group sold 3,167 iShares 20+ Year Treasury Bond ETF shares in Q3 2024, an estimated $291K.
  • Syntegra Private Wealth Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and held it in 4 quarters.
  • Syntegra Private Wealth Group's iShares 20+ Year Treasury Bond ETF position peaked at $436K in Q4 2023.
  • 1,184 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2024.

Based on Syntegra Private Wealth Group's 13F filing for Q3 2024, filed 22 Oct 2024.