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Atom Investors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Atom Investors’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
Q2 		– Sell
-22,319
Closed -$2.95M – 309
2022
Q1 		$2.95M Buy
22,319
+5,698
+34% +$786K 1.38% 12
2021
Q4 		$2.46M Buy
16,621
+15,178
+1,052% +$2.24M 0.41% 41
2021
Q3 		$208K Buy
+1,443
New +$214K 0.02% 281

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Atom Investors's TLT Position: Q2 2022 in Review

Atom Investors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2022, closing a stake of 22,319 shares — an estimated $2.95M sold.

Atom Investors first reported a position in TLT in Q3 2021 and held it in 3 quarters. The position peaked at $2.95M in Q1 2022. 698 funds tracked by Wall St. Rank hold TLT as of Q2 2022.

  • Atom Investors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Atom Investors sold 22,319 iShares 20+ Year Treasury Bond ETF shares in Q2 2022, an estimated $2.95M.
  • Atom Investors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2021 and held it in 3 quarters.
  • Atom Investors's iShares 20+ Year Treasury Bond ETF position peaked at $2.95M in Q1 2022.
  • 698 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2022.

Based on Atom Investors's 13F filing for Q2 2022, filed 15 Aug 2022.