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Financial Architects (New Jersey)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Financial Architects (New Jersey)’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
2017
Q2 		– Sell
-2,000
Closed -$242K – 1631
2017
Q1 		$242K Buy
+2,000
New +$240K 0.04% 253

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Financial Architects (New Jersey)'s TLT Position: Q2 2022 in Review

Financial Architects (New Jersey) sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2022, closing a stake of 3,104 shares — an estimated $410K sold.

Financial Architects (New Jersey) first reported a position in TLT in Q2 2015 and held it in 21 quarters. The position peaked at $1.25M in Q3 2019. 697 funds tracked by Wall St. Rank hold TLT as of Q2 2022.

  • Financial Architects (New Jersey) reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 3,104 iShares 20+ Year Treasury Bond ETF shares in Q2 2022, an estimated $410K.
  • Financial Architects (New Jersey) first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2015 and held it in 21 quarters.
  • Financial Architects (New Jersey)'s iShares 20+ Year Treasury Bond ETF position peaked at $1.25M in Q3 2019.
  • 697 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2022.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2022, filed 11 Aug 2022.