Danda Trouve Investment Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Danda Trouve Investment 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 Q3	–	Sell	-34,351	Closed	-$3.95M	–	130
2022 Q2	$3.95M	Buy	34,351 +132	+0.4%	+$15.5K	6.08%	7
2022 Q1	$4.52M	Buy	34,219 +33,056	+2,842%	+$4.56M	5.65%	6
2021 Q4	$172K	Buy	+1,163	New	+$171K	0.19%	33
2020 Q4	–	Sell	-18,607	Closed	-$3.04M	–	197
2020 Q3	$3.04M	Buy	18,607 +12,332	+197%	+$2.05M	4.14%	11
2020 Q2	$1.03M	Buy	+6,275	New	+$1.03M	1.56%	21

Other funds holding TLT

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NSLI

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

Danda Trouve Investment Management's TLT Position: Q3 2022 in Review

Danda Trouve Investment Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2022, closing a stake of 34,351 shares — an estimated $3.95M sold.

Danda Trouve Investment Management first reported a position in TLT in Q2 2020 and held it in 5 quarters. The position peaked at $4.52M in Q1 2022. 733 funds tracked by Wall St. Rank hold TLT as of Q3 2022.

Danda Trouve Investment Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Danda Trouve Investment Management sold 34,351 iShares 20+ Year Treasury Bond ETF shares in Q3 2022, an estimated $3.95M.
Danda Trouve Investment Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2020 and held it in 5 quarters.
Danda Trouve Investment Management's iShares 20+ Year Treasury Bond ETF position peaked at $4.52M in Q1 2022.
733 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.