BlueDrive Global Investors LLP TLT β€” ISHARES TR

Ownership history in BlueDrive Global Investors LLP  Β·  5 quarters on record

AI Ownership Summary

BlueDrive Global Investors LLP reported ISHARES TR (TLT) in 5 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 19.71% in 2024 Q3. The latest visible filing shows TLT at 19.71% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TLT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BlueDrive Global Investors LLP's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

TLT was reported at 19.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
19.71% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BlueDrive Global Investors LLP held TLT β€” position size vs. price
% of Fund (quarterly)    TLT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED β€” β€” β€” 171,549 +54,079 +46.0% 19.71% $16.8M 2024-11-14 (Est.) $84.89
2024 Q2 ADDED β€” β€” β€” 117,470 +58,635 +99.7% 12.31% $10.8M 2024-07-22 $85.94
2024 Q1 UNCHANGED β€” β€” β€” 58,835 β€” 0% 9.30% $5.6M 2024-04-22 $81.73
2023 Q4 REDUCED 95.9% -5.5% βœ… 58,835 -1,391,165 -95.9% 10.20% $5.8M 2024-01-19 $85.57
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About BlueDrive Global Investors LLP and TLT

These are the practical questions this page is built to answer before you even open the full history table.

How long has BlueDrive Global Investors LLP reported owning TLT?

BlueDrive Global Investors LLP reported TLT across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported TLT position in BlueDrive Global Investors LLP's portfolio?

The largest reported portfolio weight for TLT was 19.71% in 2024 Q3.

What is the latest reported TLT position on this page?

The most recent filing on this page is 2024 Q3, when BlueDrive Global Investors LLP reported 171,549 shares, equal to 19.71% of portfolio, with an estimated market value of $16.8M.

What does the chart on this TLT ownership page compare?

The chart compares BlueDrive Global Investors LLP's quarterly TLT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BlueDrive Global Investors LLP time their TLT position?

Based on 13F filing dates vs. subsequent TLT price moves, BlueDrive Global Investors LLP correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on TLT relative to SPY over the holding period was -23.9%.

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