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Annapolis Financial Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Annapolis Financial Services’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
2024
Q1 		– Sell
-54
Closed -$5.34K – 457
2023
Q4 		$5.34K Sell
54
-114
-68% -$10.3K ﹤0.01% 393
2023
Q3 		$14.9K Hold
168
– – ﹤0.01% 296
2023
Q2 		$17.3K Buy
+168
New +$17.4K ﹤0.01% 287

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Annapolis Financial Services's TLT Position: Q1 2024 in Review

Annapolis Financial Services sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2024, closing a stake of 54 shares — an estimated $5.34K sold.

Annapolis Financial Services first reported a position in TLT in Q2 2023 and held it in 3 quarters. The position peaked at $17.3K in Q2 2023. 1,121 funds tracked by Wall St. Rank hold TLT as of Q1 2024.

  • Annapolis Financial Services reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Annapolis Financial Services sold 54 iShares 20+ Year Treasury Bond ETF shares in Q1 2024, an estimated $5.34K.
  • Annapolis Financial Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and held it in 3 quarters.
  • Annapolis Financial Services's iShares 20+ Year Treasury Bond ETF position peaked at $17.3K in Q2 2023.
  • 1,121 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.