Financial & Tax Architects’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Financial & Tax Architects’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 Q2	–	Sell	-1,876	Closed	-$248K	–	94
2022 Q1	$248K	Sell	1,876 -3,910	-68%	-$539K	0.09%	82
2021 Q4	$857K	Buy	5,786 +371	+7%	+$54.7K	0.35%	68
2021 Q3	$782K	Buy	5,415 +2,477	+84%	+$368K	0.36%	69
2021 Q2	$424K	Sell	2,938 -930	-24%	-$130K	0.21%	77
2021 Q1	$524K	Buy	+3,868	New	+$561K	0.29%	68

Other funds holding TLT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

MCM

Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Financial & Tax Architects's TLT Position: Q2 2022 in Review

Financial & Tax Architects sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2022, closing a stake of 1,876 shares — an estimated $248K sold.

Financial & Tax Architects first reported a position in TLT in Q1 2021 and held it in 5 quarters. The position peaked at $857K in Q4 2021. 697 funds tracked by Wall St. Rank hold TLT as of Q2 2022.

Financial & Tax Architects reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Financial & Tax Architects sold 1,876 iShares 20+ Year Treasury Bond ETF shares in Q2 2022, an estimated $248K.
Financial & Tax Architects first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2021 and held it in 5 quarters.
Financial & Tax Architects's iShares 20+ Year Treasury Bond ETF position peaked at $857K in Q4 2021.
697 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2022.

Based on Financial & Tax Architects's 13F filing for Q2 2022, filed 25 Aug 2023.