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D. Scott Neal’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

D. Scott Neal’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
-1,736
Closed -$257K – 65
2021
Q4 		$257K Buy
1,736
+9
+0.5% +$1.33K 0.1% 53
2021
Q3 		$249K Hold
1,727
– – 0.11% 46
2021
Q2 		$249K Hold
1,727
– – 0.11% 44
2021
Q1 		$234K Hold
1,727
– – 0.1% 42
2020
Q4 		$272K Sell
1,727
-285
-14% -$45.3K 0.13% 33
2020
Q3 		$328K Buy
+2,012
New +$334K 0.18% 25
2017
Q3 		– Sell
-215
Closed -$27K – 197
2017
Q2 		$27K Sell
215
-120,598
-100% -$14.9M 0.02% 118
2017
Q1 		$14.6M Buy
+120,813
New +$14.5M 9.39% 5
2016
Q4 		– Sell
-150
Closed -$21K – 185
2016
Q3 		$21K Hold
150
– – 0.02% 94
2016
Q2 		$21K Buy
+150
New +$19.8K 0.02% 92
2014
Q2 		– Sell
-15,750
Closed -$1.72M – 39
2014
Q1 		$1.72M Sell
15,750
-275
-2% -$29.3K 1.44% 15
2013
Q4 		$1.63M Buy
+16,025
New +$1.68M 1.46% 12

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

D. Scott Neal's TLT Position: Q1 2022 in Review

D. Scott Neal sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2022, closing a stake of 1,736 shares — an estimated $257K sold.

D. Scott Neal first reported a position in TLT in Q4 2013 and held it in 12 quarters. The position peaked at $14.6M in Q1 2017. 659 funds tracked by Wall St. Rank hold TLT as of Q1 2022.

  • D. Scott Neal reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • D. Scott Neal sold 1,736 iShares 20+ Year Treasury Bond ETF shares in Q1 2022, an estimated $257K.
  • D. Scott Neal first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2013 and held it in 12 quarters.
  • D. Scott Neal's iShares 20+ Year Treasury Bond ETF position peaked at $14.6M in Q1 2017.
  • 659 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2022.

Based on D. Scott Neal's 13F filing for Q1 2022, filed 4 May 2022.