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Copperwynd Financial’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Copperwynd Financial’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
-9,754
Closed -$1.45M – 129
2021
Q4 		$1.45M Sell
9,754
-465
-5% -$68.5K 0.55% 27
2021
Q3 		$1.48M Buy
+10,219
New +$1.52M 0.61% 26
2021
Q1 		– Sell
-8,608
Closed -$1.36M – 125
2020
Q4 		$1.36M Buy
+8,608
New +$1.37M 0.66% 25
2020
Q2 		– Sell
-10,443
Closed -$1.72M – 117
2020
Q1 		$1.72M Buy
+10,443
New +$1.56M 0.82% 13

Other funds holding TLT

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Copperwynd Financial's TLT Position: Q1 2022 in Review

Copperwynd Financial sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2022, closing a stake of 9,754 shares — an estimated $1.45M sold.

Copperwynd Financial first reported a position in TLT in Q1 2020 and held it in 4 quarters. The position peaked at $1.72M in Q1 2020. 660 funds tracked by Wall St. Rank hold TLT as of Q1 2022.

  • Copperwynd Financial reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Copperwynd Financial sold 9,754 iShares 20+ Year Treasury Bond ETF shares in Q1 2022, an estimated $1.45M.
  • Copperwynd Financial first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and held it in 4 quarters.
  • Copperwynd Financial's iShares 20+ Year Treasury Bond ETF position peaked at $1.72M in Q1 2020.
  • 660 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2022.

Based on Copperwynd Financial's 13F filing for Q1 2022, filed 21 Apr 2022.