4J Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

4J Wealth Management’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
2022 Q3	–	Sell	-1,747	Closed	-$201K	–	75
2022 Q2	$201K	Sell	1,747 -490	-22%	-$57.7K	0.25%	65
2022 Q1	$295K	Sell	2,237 -291	-12%	-$40.1K	0.26%	54
2021 Q4	$375K	Sell	2,528 -73	-3%	-$10.8K	0.32%	51
2021 Q3	$375K	Hold	2,601	–	–	0.33%	52
2021 Q2	$375K	Sell	2,601 -656	-20%	-$91.5K	0.33%	50
2021 Q1	$441K	Sell	3,257 -3,212	-50%	-$466K	0.41%	46
2020 Q4	$1.02M	Buy	+6,469	New	+$1.03M	0.98%	30

Other funds holding TLT

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

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MCM

Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

4J Wealth Management's TLT Position: Q3 2022 in Review

4J Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2022, closing a stake of 1,747 shares — an estimated $201K sold.

4J Wealth Management first reported a position in TLT in Q4 2020 and held it in 7 quarters. The position peaked at $1.02M in Q4 2020. 733 funds tracked by Wall St. Rank hold TLT as of Q3 2022.

4J Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
4J Wealth Management sold 1,747 iShares 20+ Year Treasury Bond ETF shares in Q3 2022, an estimated $201K.
4J Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and held it in 7 quarters.
4J Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $1.02M in Q4 2020.
733 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2022.

Based on 4J Wealth Management's 13F filing for Q3 2022, filed 20 Oct 2022.