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Forvis Mazars Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Forvis Mazars Wealth 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
2023
Q1 		– Sell
-122,347
Closed -$12.2M – 415
2022
Q4 		$12.2M Sell
122,347
-5,093
-4% -$513K 0.43% 44
2022
Q3 		$13.1M Buy
+127,440
New +$14.3M 0.53% 36

Other funds holding TLT

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Forvis Mazars Wealth Advisors's TLT Position: Q1 2023 in Review

Forvis Mazars Wealth Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2023, closing a stake of 122,347 shares — an estimated $12.2M sold.

Forvis Mazars Wealth Advisors first reported a position in TLT in Q3 2022 and held it in 2 quarters. The position peaked at $13.1M in Q3 2022. 807 funds tracked by Wall St. Rank hold TLT as of Q1 2023.

  • Forvis Mazars Wealth Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 122,347 iShares 20+ Year Treasury Bond ETF shares in Q1 2023, an estimated $12.2M.
  • Forvis Mazars Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2022 and held it in 2 quarters.
  • Forvis Mazars Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $13.1M in Q3 2022.
  • 807 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2023.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.