B. Riley Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

B. Riley Wealth Management’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	$598K	Sell	5,209 -12,735	-71%	-$1.5M	0.06%	265
2022 Q1	$2.37M	Buy	+17,944	New	+$2.48M	0.18%	116
2021 Q2	–	Sell	-16,099	Closed	-$2.18M	–	465
2021 Q1	$2.18M	Buy	+16,099	New	+$2.33M	0.25%	94
2019 Q2	–	Sell	-11,447	Closed	-$1.45M	–	435
2019 Q1	$1.45M	Buy	+11,447	New	+$1.39M	0.25%	89
2016 Q1	$641K	Buy	+4,910	New	+$629K	0.96%	31
2015 Q2	–	Sell	-5,559	Closed	-$726K	–	1080
2015 Q1	$726K	Sell	5,559 -463	-8%	-$60.4K	0.55%	39
2014 Q4	$758K	Sell	6,022 -5,702	-49%	-$691K	0.62%	31
2014 Q3	$1.36M	Sell	11,724 -349	-3%	-$40.2K	1.01%	12
2014 Q2	$1.37M	Buy	12,073 +11,318	+1,499%	+$1.26M	0.89%	13
2014 Q1	$82K	Buy	+755	New	+$80.6K	0.06%	347

Other funds holding TLT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

MCM

Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

B. Riley Wealth Management's TLT Position: Q2 2022 in Review

B. Riley Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 71% in Q2 2022, selling an estimated $1.5M and leaving 5,209 shares worth $598K. The position accounts for 0.06% of the portfolio, ranked #265.

B. Riley Wealth Management first reported a position in TLT in Q1 2014 and has held it in 10 quarters since. The position peaked at $2.37M in Q1 2022. 697 funds tracked by Wall St. Rank hold TLT as of Q2 2022.

B. Riley Wealth Management held 5,209 shares of iShares 20+ Year Treasury Bond ETF worth $598K as of Q2 2022.
B. Riley Wealth Management sold 12,735 iShares 20+ Year Treasury Bond ETF shares in Q2 2022, an estimated $1.5M.
iShares 20+ Year Treasury Bond ETF made up 0.06% of B. Riley Wealth Management's portfolio in Q2 2022, its #265 holding.
B. Riley Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2014 and has held it in 10 quarters since.
B. Riley Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $2.37M in Q1 2022.
697 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.