Heritage Wealth Management (Arizona)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$176K	Buy	1,770 +845	+91%	+$85.1K	0.03%	345
2022 Q3	$95K	Buy	925 +50	+6%	+$5.63K	0.03%	329
2022 Q2	$101K	Hold	875	–	–	0.03%	334
2022 Q1	$116K	Buy	+875	New	+$121K	0.03%	351
2021 Q3	$134K	Buy	927 +41	+5%	+$6.09K	0.05%	286
2021 Q2	$128K	Hold	886	–	–	0.05%	296
2021 Q1	$120K	Buy	+886	New	+$128K	0.07%	226

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

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

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

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

NSLI

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

Heritage Wealth Management (Arizona)'s TLT Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 91% in Q4 2022, buying an estimated $85.1K and bringing the position to 1,770 shares worth $176K. The position accounts for 0.03% of the portfolio, ranked #345.

Heritage Wealth Management (Arizona) first reported a position in TLT in Q1 2021 and has held it in 7 quarters since. 776 funds tracked by Wall St. Rank hold TLT as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,770 shares of iShares 20+ Year Treasury Bond ETF worth $176K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 845 iShares 20+ Year Treasury Bond ETF shares in Q4 2022, an estimated $85.1K.
iShares 20+ Year Treasury Bond ETF made up 0.03% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #345 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2021 and has held it in 7 quarters since.
776 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.