C.M. Bidwell & Associates’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

C.M. Bidwell & Associates’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 Q4	–	Sell	-90	Closed	-$9K	–	538
2022 Q3	$9K	Hold	90	–	–	0.01%	358
2022 Q2	$10K	Hold	90	–	–	0.01%	350
2022 Q1	$12K	Hold	90	–	–	0.01%	357
2021 Q4	$13K	Hold	90	–	–	0.01%	373
2021 Q3	$13K	Hold	90	–	–	0.01%	374
2021 Q2	$13K	Hold	90	–	–	0.01%	381
2021 Q1	$12K	Hold	90	–	–	0.01%	381
2020 Q4	$14K	Hold	90	–	–	0.01%	356
2020 Q3	$15K	Hold	90	–	–	0.01%	322
2020 Q2	$15K	Hold	90	–	–	0.01%	317
2020 Q1	$15K	Hold	90	–	–	0.02%	253
2019 Q4	$12K	Hold	90	–	–	0.01%	302
2019 Q3	$13K	Hold	90	–	–	0.01%	309
2019 Q2	$12K	Buy	+90	New	+$11.4K	0.01%	307

Other funds holding TLT

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

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

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

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

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

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

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

NSLI

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

C.M. Bidwell & Associates's TLT Position: Q4 2022 in Review

C.M. Bidwell & Associates sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2022, closing a stake of 90 shares — an estimated $9K sold.

C.M. Bidwell & Associates first reported a position in TLT in Q2 2019 and held it in 14 quarters. The position peaked at $15K in Q3 2020. 776 funds tracked by Wall St. Rank hold TLT as of Q4 2022.

C.M. Bidwell & Associates reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
C.M. Bidwell & Associates sold 90 iShares 20+ Year Treasury Bond ETF shares in Q4 2022, an estimated $9K.
C.M. Bidwell & Associates first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2019 and held it in 14 quarters.
C.M. Bidwell & Associates's iShares 20+ Year Treasury Bond ETF position peaked at $15K in Q3 2020.
776 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2022.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2022, filed 10 Feb 2023.