CFAM
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return