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

Cambridge 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	-6,456	Closed	-$643K	–	187
2022 Q4	$643K	Sell	6,456 -479	-7%	-$48.3K	0.17%	98
2022 Q3	$710K	Sell	6,935 -511	-7%	-$57.5K	0.2%	81
2022 Q2	$855K	Buy	7,446 +958	+15%	+$113K	0.23%	69
2022 Q1	$857K	Buy	6,488 +318	+5%	+$43.9K	0.2%	83
2021 Q4	$914K	Sell	6,170 -666	-10%	-$98.2K	0.21%	80
2021 Q3	$987K	Buy	+6,836	New	+$1.02M	0.24%	72
2016 Q4	–	Sell	-4,050	Closed	-$557K	–	136
2016 Q3	$557K	Hold	4,050	–	–	0.25%	75
2016 Q2	$563K	Sell	4,050 -425	-9%	-$56.1K	0.26%	73
2016 Q1	$584K	Hold	4,475	–	–	0.27%	71
2015 Q4	$540K	Hold	4,475	–	–	0.31%	75
2015 Q3	$553K	Sell	4,475 -400	-8%	-$48.5K	0.33%	66
2015 Q2	$573K	Buy	+4,875	New	+$598K	0.32%	68

Other funds holding TLT

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cambridge Advisors's TLT Position: Q1 2023 in Review

Cambridge Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2023, closing a stake of 6,456 shares — an estimated $643K sold.

Cambridge Advisors first reported a position in TLT in Q2 2015 and held it in 12 quarters. The position peaked at $987K in Q3 2021. 807 funds tracked by Wall St. Rank hold TLT as of Q1 2023.

Cambridge Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Cambridge Advisors sold 6,456 iShares 20+ Year Treasury Bond ETF shares in Q1 2023, an estimated $643K.
Cambridge Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2015 and held it in 12 quarters.
Cambridge Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $987K in Q3 2021.
807 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2023.

Based on Cambridge Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.