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D'Orazio & Associates’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

D'Orazio & Associates’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
Q2 		– Sell
-206
Closed -$28K – 422
2021
Q1 		$28K Hold
206
– – 0.01% 208
2020
Q4 		$32K Buy
+206
New +$32.7K 0.01% 184
2017
Q4 		– Sell
-62
Closed -$8K – 346
2017
Q3 		$8K Hold
62
– – ﹤0.01% 213
2017
Q2 		$8K Hold
62
– – ﹤0.01% 245
2017
Q1 		$7K Hold
62
– – ﹤0.01% 241
2016
Q4 		$7K Buy
+62
New +$7.76K ﹤0.01% 225
2016
Q2 		– Sell
-59
Closed -$7K – 322
2016
Q1 		$7K Buy
+59
New +$7.56K ﹤0.01% 238

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D'Orazio & Associates's TLT Position: Q2 2021 in Review

D'Orazio & Associates sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2021, closing a stake of 206 shares — an estimated $28K sold.

D'Orazio & Associates first reported a position in TLT in Q1 2016 and held it in 7 quarters. The position peaked at $32K in Q4 2020. 574 funds tracked by Wall St. Rank hold TLT as of Q2 2021.

  • D'Orazio & Associates reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 206 iShares 20+ Year Treasury Bond ETF shares in Q2 2021, an estimated $28K.
  • D'Orazio & Associates first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2016 and held it in 7 quarters.
  • D'Orazio & Associates's iShares 20+ Year Treasury Bond ETF position peaked at $32K in Q4 2020.
  • 574 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2021.

Based on D'Orazio & Associates's 13F filing for Q2 2021, filed 4 Aug 2021.