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Andrew C. Karlinski’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Andrew C. Karlinski’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 		– Sell
-284
Closed -$29K – 217
2022
Q3 		$29K Hold
284
– – 0.04% 109
2022
Q2 		$33K Sell
284
-77
-21% -$9.07K 0.05% 100
2022
Q1 		$48K Hold
361
– – 0.09% 84
2021
Q4 		$53K Buy
+361
New +$53.2K 0.1% 80

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 $123B AUM 34.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Andrew C. Karlinski's TLT Position: Q4 2022 in Review

Andrew C. Karlinski sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2022, closing a stake of 284 shares — an estimated $29K sold.

Andrew C. Karlinski first reported a position in TLT in Q4 2021 and held it in 4 quarters. The position peaked at $53K in Q4 2021. 775 funds tracked by Wall St. Rank hold TLT as of Q4 2022.

  • Andrew C. Karlinski reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Andrew C. Karlinski sold 284 iShares 20+ Year Treasury Bond ETF shares in Q4 2022, an estimated $29K.
  • Andrew C. Karlinski first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and held it in 4 quarters.
  • Andrew C. Karlinski's iShares 20+ Year Treasury Bond ETF position peaked at $53K in Q4 2021.
  • 775 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.