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

Harvest Group 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
2022 Q3	–	Sell	-62	Closed	-$7K	–	203
2022 Q2	$7K	Buy	+62	New	+$7.3K	﹤0.01%	97
2021 Q1	–	Sell	-226	Closed	-$36K	–	649
2020 Q4	$36K	Buy	226 +52	+30%	+$8.26K	0.02%	124
2020 Q3	$28K	Sell	174 -3	-2%	-$498	0.02%	135
2020 Q2	$29K	Buy	177 +29	+20%	+$4.77K	0.02%	122
2020 Q1	$24K	Hold	148	–	–	0.02%	127
2019 Q4	$20K	Sell	148 -11,445	-99%	-$1.59M	0.02%	162
2019 Q3	$1.66M	Sell	11,593 -821	-7%	-$114K	2.04%	11
2019 Q2	$1.65M	Buy	12,414 +11,954	+2,599%	+$1.52M	2.13%	12
2019 Q1	$58K	Buy	+460	New	+$55.9K	0.05%	79
2018 Q3	–	Sell	-1,819	Closed	-$221K	–	36
2018 Q2	$221K	Sell	1,819 -88	-5%	-$10.5K	0.15%	34
2018 Q1	$232K	Sell	1,907 -213	-10%	-$25.7K	0.16%	42
2017 Q4	$269K	Buy	+2,120	New	+$266K	0.16%	41

Other funds holding TLT

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

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MCM

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

NSLI

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

Harvest Group Wealth Management's TLT Position: Q3 2022 in Review

Harvest Group Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2022, closing a stake of 62 shares — an estimated $7K sold.

Harvest Group Wealth Management first reported a position in TLT in Q4 2017 and held it in 12 quarters. The position peaked at $1.66M in Q3 2019. 733 funds tracked by Wall St. Rank hold TLT as of Q3 2022.

Harvest Group Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Harvest Group Wealth Management sold 62 iShares 20+ Year Treasury Bond ETF shares in Q3 2022, an estimated $7K.
Harvest Group Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2017 and held it in 12 quarters.
Harvest Group Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $1.66M in Q3 2019.
733 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2022.

Based on Harvest Group Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.