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Barber Financial Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Barber Financial Group’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
-2,850
Closed -$422K – 168
2021
Q4 		$422K Buy
+2,850
New +$420K 0.05% 100
2021
Q2 		– Sell
-1,805
Closed -$244K – 165
2021
Q1 		$244K Sell
1,805
-51,547
-97% -$7.47M 0.04% 124
2020
Q4 		$8.41M Sell
53,352
-29,298
-35% -$4.65M 1.54% 19
2020
Q3 		$13.5M Buy
82,650
+34,366
+71% +$5.7M 2.95% 11
2020
Q2 		$7.92M Buy
48,284
+25,909
+116% +$4.27M 1.9% 15
2020
Q1 		$3.69M Buy
+22,375
New +$3.34M 1.17% 26
2019
Q3 		– Sell
-20,319
Closed -$2.7M – 153
2019
Q2 		$2.7M Sell
20,319
-24,572
-55% -$3.12M 0.63% 36
2019
Q1 		$5.68M Buy
+44,891
New +$5.46M 1.12% 21

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Barber Financial Group's TLT Position: Q1 2022 in Review

Barber Financial Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2022, closing a stake of 2,850 shares — an estimated $422K sold.

Barber Financial Group first reported a position in TLT in Q1 2019 and held it in 8 quarters. The position peaked at $13.5M in Q3 2020. 659 funds tracked by Wall St. Rank hold TLT as of Q1 2022.

  • Barber Financial Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Barber Financial Group sold 2,850 iShares 20+ Year Treasury Bond ETF shares in Q1 2022, an estimated $422K.
  • Barber Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2019 and held it in 8 quarters.
  • Barber Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $13.5M in Q3 2020.
  • 659 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2022.

Based on Barber Financial Group's 13F filing for Q1 2022, filed 8 Apr 2022.