HawsGoodwin Investment Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

HawsGoodwin Investment 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
2021 Q4	$46K	Sell	308 -1,056	-77%	-$156K	0.01%	93
2021 Q3	$197K	Sell	1,364 -227	-14%	-$33.7K	0.06%	86
2021 Q2	$230K	Sell	1,591 -4,058	-72%	-$566K	0.07%	86
2021 Q1	$765K	Sell	5,649 -11,849	-68%	-$1.72M	0.24%	76
2020 Q4	$2.76M	Buy	17,498 +89	+0.5%	+$14.1K	0.87%	29
2020 Q3	$2.84M	Sell	17,409 -718	-4%	-$119K	1.01%	26
2020 Q2	$2.97M	Sell	18,127 -465	-3%	-$76.6K	1.17%	23
2020 Q1	$3.07M	Buy	18,592 +7,361	+66%	+$1.1M	1.55%	19
2019 Q4	$1.52M	Buy	+11,231	New	+$1.56M	0.79%	50

Other funds holding TLT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

HawsGoodwin Investment Management's TLT Position: Q4 2021 in Review

HawsGoodwin Investment Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 77% in Q4 2021, selling an estimated $156K and leaving 308 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #93.

HawsGoodwin Investment Management first reported a position in TLT in Q4 2019 and has held it in 9 quarters since. The position peaked at $3.07M in Q1 2020. 667 funds tracked by Wall St. Rank hold TLT as of Q4 2021.

HawsGoodwin Investment Management held 308 shares of iShares 20+ Year Treasury Bond ETF worth $46K as of Q4 2021.
HawsGoodwin Investment Management sold 1,056 iShares 20+ Year Treasury Bond ETF shares in Q4 2021, an estimated $156K.
iShares 20+ Year Treasury Bond ETF made up 0.01% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #93 holding.
HawsGoodwin Investment Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 9 quarters since.
HawsGoodwin Investment Management's iShares 20+ Year Treasury Bond ETF position peaked at $3.07M in Q1 2020.
667 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.