High Net Worth Advisory Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

High Net Worth Advisory Group’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	-167	Closed	-$16.6K	–	542
2022 Q4	$16.6K	Sell	167 -600	-78%	-$60.5K	0.01%	456
2022 Q3	$79K	Sell	767 -500	-39%	-$56.3K	0.03%	262
2022 Q2	$146K	Buy	1,267 +500	+65%	+$58.9K	0.06%	211
2022 Q1	$101K	Hold	767	–	–	0.04%	247
2021 Q4	$114K	Buy	+767	New	+$113K	0.04%	235

Other funds holding TLT

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Goldman Sachs New York $1.15T AUM 47.82% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

High Net Worth Advisory Group's TLT Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2023, closing a stake of 167 shares — an estimated $16.6K sold.

High Net Worth Advisory Group first reported a position in TLT in Q4 2021 and held it in 5 quarters. The position peaked at $146K in Q2 2022. 807 funds tracked by Wall St. Rank hold TLT as of Q1 2023.

High Net Worth Advisory Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 167 iShares 20+ Year Treasury Bond ETF shares in Q1 2023, an estimated $16.6K.
High Net Worth Advisory Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's iShares 20+ Year Treasury Bond ETF position peaked at $146K in Q2 2022.
807 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.