Center For Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Center For Asset Management’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	-3,657	Closed	-$364K	–	119
2022 Q4	$364K	Sell	3,657 -18,609	-84%	-$1.87M	0.34%	78
2022 Q3	$2.28M	Buy	+22,266	New	+$2.51M	2.27%	11
2022 Q1	–	Sell	-28,448	Closed	-$4.22M	–	144
2021 Q4	$4.22M	Buy	28,448 +2,700	+10%	+$398K	3.12%	8
2021 Q3	$3.72M	Buy	25,748 +3,903	+18%	+$580K	3.13%	9
2021 Q2	$3.15M	Buy	+21,845	New	+$3.05M	2.72%	10

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

Center For Asset Management's TLT Position: Q1 2023 in Review

Center For Asset Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2023, closing a stake of 3,657 shares — an estimated $364K sold.

Center For Asset Management first reported a position in TLT in Q2 2021 and held it in 5 quarters. The position peaked at $4.22M in Q4 2021. 807 funds tracked by Wall St. Rank hold TLT as of Q1 2023.

Center For Asset Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Center For Asset Management sold 3,657 iShares 20+ Year Treasury Bond ETF shares in Q1 2023, an estimated $364K.
Center For Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2021 and held it in 5 quarters.
Center For Asset Management's iShares 20+ Year Treasury Bond ETF position peaked at $4.22M in Q4 2021.
807 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2023.

Based on Center For Asset Management's 13F filing for Q1 2023, filed 24 Apr 2023.