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

Align 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 Q4	$1.79M	Buy	+17,516	New	+$1.76M	1.52%	9

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

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

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

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

NSLI

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

Align Wealth Management's TLT Position: Q4 2022 in Review

Align Wealth Management opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2022: 17,516 shares worth $1.79M. The stake represents 1.52% of the portfolio and ranks #9 among its holdings.

776 funds tracked by Wall St. Rank hold TLT as of Q4 2022.

Align Wealth Management held 17,516 shares of iShares 20+ Year Treasury Bond ETF worth $1.79M as of Q4 2022.
iShares 20+ Year Treasury Bond ETF was a new Align Wealth Management position in Q4 2022.
iShares 20+ Year Treasury Bond ETF made up 1.52% of Align Wealth Management's portfolio in Q4 2022, its #9 holding.
776 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.