Doliver Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Doliver 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
2022 Q3	–	Sell	-5,970	Closed	-$686K	–	169
2022 Q2	$686K	Buy	5,970 +3,970	+199%	+$468K	0.24%	68
2022 Q1	$264K	Buy	+2,000	New	+$276K	0.08%	142
2020 Q2	–	Sell	-1,704	Closed	-$286K	–	193
2020 Q1	$286K	Buy	+1,704	New	+$254K	0.14%	86
2019 Q4	–	Sell	-3,525	Closed	-$493K	–	164
2019 Q3	$493K	Buy	+3,525	New	+$490K	0.2%	54

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

Doliver Advisors's TLT Position: Q3 2022 in Review

Doliver Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2022, closing a stake of 5,970 shares — an estimated $686K sold.

Doliver Advisors first reported a position in TLT in Q3 2019 and held it in 4 quarters. The position peaked at $686K in Q2 2022. 733 funds tracked by Wall St. Rank hold TLT as of Q3 2022.

Doliver Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Doliver Advisors sold 5,970 iShares 20+ Year Treasury Bond ETF shares in Q3 2022, an estimated $686K.
Doliver Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2019 and held it in 4 quarters.
Doliver Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $686K in Q2 2022.
733 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2022.

Based on Doliver Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.