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Drive Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Drive Wealth 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
2023
Q2 		– Sell
-2,440
Closed -$260K – 314
2023
Q1 		$260K Buy
2,440
+295
+14% +$30.9K 0.11% 206
2022
Q4 		$214K Buy
+2,145
New +$216K 0.11% 206
2022
Q1 		– Sell
-2,147
Closed -$318K – 192
2021
Q4 		$318K Buy
+2,147
New +$316K 0.28% 96

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Drive Wealth Management's TLT Position: Q2 2023 in Review

Drive Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2023, closing a stake of 2,440 shares — an estimated $260K sold.

Drive Wealth Management first reported a position in TLT in Q4 2021 and held it in 3 quarters. The position peaked at $318K in Q4 2021. 870 funds tracked by Wall St. Rank hold TLT as of Q2 2023.

  • Drive Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Drive Wealth Management sold 2,440 iShares 20+ Year Treasury Bond ETF shares in Q2 2023, an estimated $260K.
  • Drive Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and held it in 3 quarters.
  • Drive Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $318K in Q4 2021.
  • 870 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2023.

Based on Drive Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.