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Artemis Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Artemis Wealth 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 		– Sell
-4,153
Closed -$477K – 125
2022
Q2 		$477K Buy
+4,153
New +$489K 0.13% 16

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 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 $374B AUM 17.66% 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

Artemis Wealth Advisors's TLT Position: Q3 2022 in Review

Artemis Wealth Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2022, closing a stake of 4,153 shares — an estimated $477K sold.

Artemis Wealth Advisors first reported a position in TLT in Q2 2022 and held it in 1 quarter. The position peaked at $477K in Q2 2022. 733 funds tracked by Wall St. Rank hold TLT as of Q3 2022.

  • Artemis Wealth Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Artemis Wealth Advisors sold 4,153 iShares 20+ Year Treasury Bond ETF shares in Q3 2022, an estimated $477K.
  • Artemis Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2022 and held it in 1 quarter.
  • Artemis Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $477K in Q2 2022.
  • 733 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2022.

Based on Artemis Wealth Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.