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

CMH 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
Q1 		– Sell
-50,677
Closed -$7.51M – 53
2021
Q4 		$7.51M Sell
50,677
-5,724
-10% -$844K 2.27% 14
2021
Q3 		$8.14M Sell
56,401
-359
-0.6% -$53.3K 2.67% 13
2021
Q2 		$8.19M Buy
56,760
+4,700
+9% +$656K 2.74% 11
2021
Q1 		$7.05M Buy
+52,060
New +$7.55M 2.66% 12

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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CMH Wealth Management's TLT Position: Q1 2022 in Review

CMH Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2022, closing a stake of 50,677 shares — an estimated $7.51M sold.

CMH Wealth Management first reported a position in TLT in Q1 2021 and held it in 4 quarters. The position peaked at $8.19M in Q2 2021. 659 funds tracked by Wall St. Rank hold TLT as of Q1 2022.

  • CMH Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • CMH Wealth Management sold 50,677 iShares 20+ Year Treasury Bond ETF shares in Q1 2022, an estimated $7.51M.
  • CMH Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2021 and held it in 4 quarters.
  • CMH Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $8.19M in Q2 2021.
  • 659 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2022.

Based on CMH Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.