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AJ Wealth Strategies’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

AJ Wealth Strategies’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
Q2 		– Sell
-19,131
Closed -$2.03M – 302
2023
Q1 		$2.03M Buy
+19,131
New +$2M 0.11% 88

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AJ Wealth Strategies's TLT Position: Q2 2023 in Review

AJ Wealth Strategies sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2023, closing a stake of 19,131 shares — an estimated $2.03M sold.

AJ Wealth Strategies first reported a position in TLT in Q1 2023 and held it in 1 quarter. The position peaked at $2.03M in Q1 2023. 871 funds tracked by Wall St. Rank hold TLT as of Q2 2023.

  • AJ Wealth Strategies reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • AJ Wealth Strategies sold 19,131 iShares 20+ Year Treasury Bond ETF shares in Q2 2023, an estimated $2.03M.
  • AJ Wealth Strategies first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and held it in 1 quarter.
  • AJ Wealth Strategies's iShares 20+ Year Treasury Bond ETF position peaked at $2.03M in Q1 2023.
  • 871 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.