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

Baron 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
Q2 		– Sell
-18
Closed -$2.38K – 216
2022
Q1 		$2.38K Buy
+18
New +$2.48K ﹤0.01% 199
2021
Q2 		– Sell
-17
Closed -$2.3K – 240
2021
Q1 		$2.3K Hold
17
– – ﹤0.01% 224
2020
Q4 		$2.68K Hold
17
– – ﹤0.01% 225
2020
Q3 		$2.77K Buy
+17
New +$2.82K ﹤0.01% 226

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TD Asset Management
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baron Financial Group's TLT Position: Q2 2022 in Review

Baron Financial Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2022, closing a stake of 18 shares — an estimated $2.38K sold.

Baron Financial Group first reported a position in TLT in Q3 2020 and held it in 4 quarters. The position peaked at $2.77K in Q3 2020. 697 funds tracked by Wall St. Rank hold TLT as of Q2 2022.

  • Baron Financial Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Baron Financial Group sold 18 iShares 20+ Year Treasury Bond ETF shares in Q2 2022, an estimated $2.38K.
  • Baron Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2020 and held it in 4 quarters.
  • Baron Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $2.77K in Q3 2020.
  • 697 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2022.

Based on Baron Financial Group's 13F filing for Q2 2022, filed 11 Aug 2022.