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American Portfolios Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

American Portfolios Advisors’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 		$889K Buy
8,677
+4,081
+89% +$459K 0.04% 466
2022
Q2 		$528K Buy
4,596
+1,269
+38% +$149K 0.02% 637
2022
Q1 		$439K Sell
3,327
-23,600
-88% -$3.26M 0.02% 791
2021
Q4 		$3.99M Buy
26,927
+15,770
+141% +$2.32M 0.13% 148
2021
Q3 		$1.61M Buy
11,157
+2,698
+32% +$401K 0.06% 311
2021
Q2 		$1.22M Buy
8,459
+4,664
+123% +$651K 0.05% 383
2021
Q1 		$514K Sell
3,795
-2,099
-36% -$304K 0.02% 635
2020
Q4 		$930K Buy
5,894
+313
+6% +$49.7K 0.05% 365
2020
Q3 		$911K Buy
5,581
+760
+16% +$126K 0.05% 314
2020
Q2 		$790K Sell
4,821
-2,380
-33% -$392K 0.05% 330
2020
Q1 		$1.19M Sell
7,201
-5,996
-45% -$894K 0.1% 191
2019
Q4 		$1.79M Buy
13,197
+1,209
+10% +$168K 0.13% 159
2019
Q3 		$1.72M Sell
11,988
-15,235
-56% -$2.12M 0.14% 153
2019
Q2 		$3.62M Buy
27,223
+14,734
+118% +$1.87M 0.3% 75
2019
Q1 		$1.58M Buy
12,489
+3,737
+43% +$454K 0.15% 146
2018
Q4 		$1.06M Buy
8,752
+8,078
+1,199% +$935K 0.13% 157
2018
Q3 		$79K Sell
674
-308
-31% -$37K 0.01% 933
2018
Q2 		$120K Buy
982
+218
+29% +$26.1K 0.02% 745
2018
Q1 		$93.1K Buy
764
+23
+3% +$2.78K 0.01% 781
2017
Q4 		$94K Buy
+741
New +$93K 0.01% 753

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

American Portfolios Advisors's TLT Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 89% in Q3 2022, buying an estimated $459K and bringing the position to 8,677 shares worth $889K. The position accounts for 0.04% of the portfolio, ranked #466.

American Portfolios Advisors first reported a position in TLT in Q4 2017 and has held it in 20 quarters since. The position peaked at $3.99M in Q4 2021. 734 funds tracked by Wall St. Rank hold TLT as of Q3 2022.

  • American Portfolios Advisors held 8,677 shares of iShares 20+ Year Treasury Bond ETF worth $889K as of Q3 2022.
  • American Portfolios Advisors bought 4,081 iShares 20+ Year Treasury Bond ETF shares in Q3 2022, an estimated $459K.
  • iShares 20+ Year Treasury Bond ETF made up 0.04% of American Portfolios Advisors's portfolio in Q3 2022, its #466 holding.
  • American Portfolios Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $3.99M in Q4 2021.
  • 734 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.