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

AMJ Financial 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
2023 Q2	–	Sell	-3,645	Closed	-$388K	–	86
2023 Q1	$388K	Hold	3,645	–	–	0.25%	43
2022 Q4	$363K	Sell	3,645 -2,731	-43%	-$275K	0.21%	42
2022 Q3	$653K	Sell	6,376 -2	-0%	-$225	0.42%	33
2022 Q2	$733K	Buy	+6,378	New	+$751K	0.62%	28
2021 Q1	–	Sell	-5,787	Closed	-$913K	–	97
2020 Q4	$913K	Sell	5,787 -2,647	-31%	-$420K	0.47%	43
2020 Q3	$1.38M	Sell	8,434 -71	-0.8%	-$11.8K	0.81%	37
2020 Q2	$1.39M	Sell	8,505 -17,327	-67%	-$2.85M	0.95%	36
2020 Q1	$4.26M	Sell	25,832 -28,362	-52%	-$4.23M	7.4%	3
2019 Q4	$7.34M	Buy	+54,194	New	+$7.54M	5.16%	2

Other funds holding TLT

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

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AMJ Financial Wealth Management's TLT Position: Q2 2023 in Review

AMJ Financial Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2023, closing a stake of 3,645 shares — an estimated $388K sold.

AMJ Financial Wealth Management first reported a position in TLT in Q4 2019 and held it in 9 quarters. The position peaked at $7.34M in Q4 2019. 870 funds tracked by Wall St. Rank hold TLT as of Q2 2023.

AMJ Financial Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
AMJ Financial Wealth Management sold 3,645 iShares 20+ Year Treasury Bond ETF shares in Q2 2023, an estimated $388K.
AMJ Financial Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and held it in 9 quarters.
AMJ Financial Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $7.34M in Q4 2019.
870 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2023.

Based on AMJ Financial Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.