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

Ahrens Investment Partners’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
2023 Q1	$5.24M	Sell	49,223 -6,893	-12%	-$721K	2.6%	8
2022 Q4	$5.59M	Buy	56,116 +30,480	+119%	+$3.07M	2.54%	9
2022 Q3	$2.63M	Buy	25,636 +25,483	+16,656%	+$2.87M	1.38%	19
2022 Q2	$18K	Sell	153 -13,947	-99%	-$1.64M	0.01%	521
2022 Q1	$1.86M	Buy	+14,100	New	+$1.94M	0.59%	43

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ahrens Investment Partners's TLT Position: Q1 2023 in Review

Ahrens Investment Partners reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 12% in Q1 2023, selling an estimated $721K and leaving 49,223 shares worth $5.24M. The position accounts for 2.6% of the portfolio, ranked #8.

Ahrens Investment Partners first reported a position in TLT in Q1 2022 and has held it in 5 quarters since. The position peaked at $5.59M in Q4 2022. 806 funds tracked by Wall St. Rank hold TLT as of Q1 2023.

Ahrens Investment Partners held 49,223 shares of iShares 20+ Year Treasury Bond ETF worth $5.24M as of Q1 2023.
Ahrens Investment Partners sold 6,893 iShares 20+ Year Treasury Bond ETF shares in Q1 2023, an estimated $721K.
iShares 20+ Year Treasury Bond ETF made up 2.6% of Ahrens Investment Partners's portfolio in Q1 2023, its #8 holding.
Ahrens Investment Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and has held it in 5 quarters since.
Ahrens Investment Partners's iShares 20+ Year Treasury Bond ETF position peaked at $5.59M in Q4 2022.
806 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.