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BDO Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

BDO Wealth Advisors’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
Q1 		– Sell
-3,420
Closed -$340K – 1091
2022
Q4 		$340K Buy
3,420
+1,885
+123% +$190K 0.04% 205
2022
Q3 		$157K Buy
+1,535
New +$173K 0.02% 273
2022
Q1 		– Sell
-12,280
Closed -$1.82M – 1138
2021
Q4 		$1.82M Buy
12,280
+10,235
+500% +$1.51M 0.19% 92
2021
Q3 		$295K Sell
2,045
-544
-21% -$80.8K 0.03% 236
2021
Q2 		$374K Buy
+2,589
New +$361K 0.04% 219
2020
Q4 		– Sell
-2,660
Closed -$434K – 996
2020
Q3 		$434K Sell
2,660
-1,170
-31% -$194K 0.07% 142
2020
Q2 		$628K Sell
3,830
-6,940
-64% -$1.14M 0.11% 119
2020
Q1 		$1.78M Buy
10,770
+10,760
+107,600% +$1.6M 0.36% 55
2019
Q4 		$1K Sell
10
-7,105
-100% -$989K ﹤0.01% 575
2019
Q3 		$1.02M Buy
7,115
+465
+7% +$64.6K 0.26% 76
2019
Q2 		$883K Buy
6,650
+1,225
+23% +$156K 0.24% 83
2019
Q1 		$686K Sell
5,425
-5,500
-50% -$669K 0.2% 92
2018
Q4 		$1.33M Buy
+10,925
New +$1.26M 0.46% 47
2018
Q3 		– Sell
-2,000
Closed -$243K – 657
2018
Q2 		$243K Buy
2,000
+1,050
+111% +$126K 0.08% 140
2018
Q1 		$116K Buy
950
+300
+46% +$36.2K 0.04% 171
2017
Q4 		$82K Buy
650
+575
+767% +$72.2K 0.04% 167
2017
Q3 		$9K Sell
75
-400
-84% -$50.3K ﹤0.01% 315
2017
Q2 		$59K Buy
+475
New +$58.7K 0.03% 220

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BDO Wealth Advisors's TLT Position: Q1 2023 in Review

BDO Wealth Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2023, closing a stake of 3,420 shares — an estimated $340K sold.

BDO Wealth Advisors first reported a position in TLT in Q2 2017 and held it in 18 quarters. The position peaked at $1.82M in Q4 2021. 807 funds tracked by Wall St. Rank hold TLT as of Q1 2023.

  • BDO Wealth Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 3,420 iShares 20+ Year Treasury Bond ETF shares in Q1 2023, an estimated $340K.
  • BDO Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2017 and held it in 18 quarters.
  • BDO Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $1.82M in Q4 2021.
  • 807 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2023.

Based on BDO Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.