Howard Capital Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Howard Capital 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
2023 Q2	–	Sell	-10,056	Closed	-$1.07M	–	63
2023 Q1	$1.07M	Buy	+10,056	New	+$1.05M	0.18%	30
2020 Q4	–	Sell	-7,561	Closed	-$1.23M	–	62
2020 Q3	$1.23M	Buy	+7,561	New	+$1.25M	0.28%	19
2019 Q2	–	Sell	-323,268	Closed	-$39.8M	–	46
2019 Q1	$39.8M	Buy	+323,268	New	+$39.3M	19.89%	1

Other funds holding TLT

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

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

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Howard Capital Management's TLT Position: Q2 2023 in Review

Howard Capital Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2023, closing a stake of 10,056 shares — an estimated $1.07M sold.

Howard Capital Management first reported a position in TLT in Q1 2019 and held it in 3 quarters. The position peaked at $39.8M in Q1 2019. 870 funds tracked by Wall St. Rank hold TLT as of Q2 2023.

Howard Capital Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Howard Capital Management sold 10,056 iShares 20+ Year Treasury Bond ETF shares in Q2 2023, an estimated $1.07M.
Howard Capital Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2019 and held it in 3 quarters.
Howard Capital Management's iShares 20+ Year Treasury Bond ETF position peaked at $39.8M in Q1 2019.
870 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2023.

Based on Howard Capital Management's 13F filing for Q2 2023, filed 3 Aug 2023.