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Epic Trust Investment Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Epic Trust Investment 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
Q4 		– Sell
-3,200
Closed -$328K – 107
2022
Q3 		$328K Buy
+3,200
New +$360K 0.45% 70

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Epic Trust Investment Advisors's TLT Position: Q4 2022 in Review

Epic Trust Investment Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2022, closing a stake of 3,200 shares — an estimated $328K sold.

Epic Trust Investment Advisors first reported a position in TLT in Q3 2022 and held it in 1 quarter. The position peaked at $328K in Q3 2022. 776 funds tracked by Wall St. Rank hold TLT as of Q4 2022.

  • Epic Trust Investment Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 3,200 iShares 20+ Year Treasury Bond ETF shares in Q4 2022, an estimated $328K.
  • Epic Trust Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2022 and held it in 1 quarter.
  • Epic Trust Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $328K in Q3 2022.
  • 776 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2022.

Based on Epic Trust Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.