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

Beacon Harbor 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
2022 Q2	$528K	Buy	+4,600	New	+$542K	0.19%	57

Other funds holding TLT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Beacon Harbor Wealth Advisors's TLT Position: Q2 2022 in Review

Beacon Harbor Wealth Advisors opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2022: 4,600 shares worth $528K. The stake represents 0.19% of the portfolio and ranks #57 among its holdings.

697 funds tracked by Wall St. Rank hold TLT as of Q2 2022.

Beacon Harbor Wealth Advisors held 4,600 shares of iShares 20+ Year Treasury Bond ETF worth $528K as of Q2 2022.
iShares 20+ Year Treasury Bond ETF was a new Beacon Harbor Wealth Advisors position in Q2 2022.
iShares 20+ Year Treasury Bond ETF made up 0.19% of Beacon Harbor Wealth Advisors's portfolio in Q2 2022, its #57 holding.
697 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2022.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.