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Authentikos Wealth Advisory’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Authentikos Wealth Advisory’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
2023
Q4 		– Sell
-7,695
Closed -$683K – 535
2023
Q3 		$683K Sell
7,695
-402
-5% -$38.6K 0.66% 33
2023
Q2 		$834K Sell
8,097
-337
-4% -$35K 0.79% 29
2023
Q1 		$840K Buy
+8,434
New +$882K 0.85% 24

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
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Authentikos Wealth Advisory's TLT Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2023, closing a stake of 7,695 shares — an estimated $683K sold.

Authentikos Wealth Advisory first reported a position in TLT in Q1 2023 and held it in 3 quarters. The position peaked at $840K in Q1 2023. 1,101 funds tracked by Wall St. Rank hold TLT as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 7,695 iShares 20+ Year Treasury Bond ETF shares in Q4 2023, an estimated $683K.
  • Authentikos Wealth Advisory first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and held it in 3 quarters.
  • Authentikos Wealth Advisory's iShares 20+ Year Treasury Bond ETF position peaked at $840K in Q1 2023.
  • 1,101 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.