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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
2021
Q3 		– Sell
-13,800
Closed -$4K – 185
2021
Q2 		$4K Buy
+13,800
New +$1.93M ﹤0.01% 143

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fisher Asset Management
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
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.