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Apella Capital’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Apella Capital’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
Q1 		– Sell
-1,707
Closed -$253K – 223
2021
Q4 		$253K Sell
1,707
-10
-0.6% -$1.47K 0.03% 176
2021
Q3 		$248K Sell
1,717
-131
-7% -$19.5K 0.04% 181
2021
Q2 		$267K Buy
+1,848
New +$258K 0.04% 179

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Apella Capital's TLT Position: Q1 2022 in Review

Apella Capital sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2022, closing a stake of 1,707 shares — an estimated $253K sold.

Apella Capital first reported a position in TLT in Q2 2021 and held it in 3 quarters. The position peaked at $267K in Q2 2021. 659 funds tracked by Wall St. Rank hold TLT as of Q1 2022.

  • Apella Capital reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Apella Capital sold 1,707 iShares 20+ Year Treasury Bond ETF shares in Q1 2022, an estimated $253K.
  • Apella Capital first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2021 and held it in 3 quarters.
  • Apella Capital's iShares 20+ Year Treasury Bond ETF position peaked at $267K in Q2 2021.
  • 659 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2022.

Based on Apella Capital's 13F filing for Q1 2022, filed 11 Apr 2022.