Advocacy Wealth Management Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Advocacy Wealth Management Services’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 Q2	–	Sell	-113	Closed	-$15K	–	201
2022 Q1	$15K	Hold	113	–	–	﹤0.01%	98
2021 Q4	$17K	Hold	113	–	–	﹤0.01%	104
2021 Q3	$16K	Hold	113	–	–	﹤0.01%	106
2021 Q2	$16K	Hold	113	–	–	﹤0.01%	118
2021 Q1	$16K	Hold	113	–	–	﹤0.01%	105
2020 Q4	$18K	Hold	113	–	–	﹤0.01%	96
2020 Q3	$18K	Hold	113	–	–	﹤0.01%	84
2020 Q2	$19K	Hold	113	–	–	﹤0.01%	88
2020 Q1	$19K	Hold	113	–	–	﹤0.01%	80
2019 Q4	$15K	Sell	113 -3	-3%	-$418	﹤0.01%	110
2019 Q3	$17K	Hold	116	–	–	0.01%	103
2019 Q2	$15K	Hold	116	–	–	0.01%	114
2019 Q1	$14K	Hold	116	–	–	0.02%	98
2018 Q4	$14K	Hold	116	–	–	0.01%	102
2018 Q3	$14K	Hold	116	–	–	0.01%	116
2018 Q2	$14K	Hold	116	–	–	0.01%	114
2018 Q1	$14K	Hold	116	–	–	0.01%	114
2017 Q4	$15K	Buy	+116	New	+$14.6K	0.01%	131

Other funds holding TLT

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

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

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

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

NSLI

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

MCM

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

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Advocacy Wealth Management Services's TLT Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2022, closing a stake of 113 shares — an estimated $15K sold.

Advocacy Wealth Management Services first reported a position in TLT in Q4 2017 and held it in 18 quarters. The position peaked at $19K in Q2 2020. 697 funds tracked by Wall St. Rank hold TLT as of Q2 2022.

Advocacy Wealth Management Services reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 113 iShares 20+ Year Treasury Bond ETF shares in Q2 2022, an estimated $15K.
Advocacy Wealth Management Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2017 and held it in 18 quarters.
Advocacy Wealth Management Services's iShares 20+ Year Treasury Bond ETF position peaked at $19K in Q2 2020.
697 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.