CLA (CliftonLarsonAllen) Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2021 Q4	–	Sell	-1,432	Closed	-$207K	–	283
2021 Q3	$207K	Sell	1,432 -3,999	-74%	-$594K	0.01%	298
2021 Q2	$784K	Sell	5,431 -8,801	-62%	-$1.23M	0.03%	174
2021 Q1	$1.93M	Sell	14,232 -206	-1%	-$29.9K	0.09%	99
2020 Q4	$2.28M	Buy	+14,438	New	+$2.29M	0.11%	82
2016 Q4	–	Sell	-25,968	Closed	-$3.57M	–	135
2016 Q3	$3.57M	Buy	25,968 +4,862	+23%	+$675K	0.44%	39
2016 Q2	$2.93M	Buy	21,106 +2,228	+12%	+$294K	0.42%	38
2016 Q1	$2.47M	Sell	18,878 -3,597	-16%	-$461K	0.39%	40
2015 Q4	$2.71M	Sell	22,475 -27,166	-55%	-$3.31M	0.46%	42
2015 Q3	$6.13M	Buy	49,641 +8,365	+20%	+$1.02M	1.15%	19
2015 Q2	$4.85M	Buy	+41,276	New	+$5.06M	0.97%	24

Other funds holding TLT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's TLT Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2021, closing a stake of 1,432 shares — an estimated $207K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in TLT in Q2 2015 and held it in 10 quarters. The position peaked at $6.13M in Q3 2015. 668 funds tracked by Wall St. Rank hold TLT as of Q4 2021.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 1,432 iShares 20+ Year Treasury Bond ETF shares in Q4 2021, an estimated $207K.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2015 and held it in 10 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $6.13M in Q3 2015.
668 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.