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Chemistry Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Chemistry Wealth 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
2022
Q2 		– Sell
-2,717
Closed -$359K – 142
2022
Q1 		$359K Buy
+2,717
New +$375K 0.12% 111

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
MCM
Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Chemistry Wealth Management's TLT Position: Q2 2022 in Review

Chemistry Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2022, closing a stake of 2,717 shares — an estimated $359K sold.

Chemistry Wealth Management first reported a position in TLT in Q1 2022 and held it in 1 quarter. The position peaked at $359K in Q1 2022. 697 funds tracked by Wall St. Rank hold TLT as of Q2 2022.

  • Chemistry Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Chemistry Wealth Management sold 2,717 iShares 20+ Year Treasury Bond ETF shares in Q2 2022, an estimated $359K.
  • Chemistry Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and held it in 1 quarter.
  • Chemistry Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $359K in Q1 2022.
  • 697 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2022.

Based on Chemistry Wealth Management's 13F filing for Q2 2022, filed 9 Aug 2022.