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Intercontinental Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Intercontinental Wealth Advisors’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 		$695K Hold
6,750
– – 0.17% 141
2023
Q1 		$718K Buy
+6,750
New +$706K 0.18% 128

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Intercontinental Wealth Advisors's TLT Position: Q2 2023 in Review

Intercontinental Wealth Advisors held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2023 at 6,750 shares worth $695K. The position accounts for 0.17% of the portfolio, ranked #141.

Intercontinental Wealth Advisors first reported a position in TLT in Q1 2023 and has held it in 2 quarters since. The position peaked at $718K in Q1 2023. 870 funds tracked by Wall St. Rank hold TLT as of Q2 2023.

  • Intercontinental Wealth Advisors held 6,750 shares of iShares 20+ Year Treasury Bond ETF worth $695K as of Q2 2023.
  • Intercontinental Wealth Advisors left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2023.
  • iShares 20+ Year Treasury Bond ETF made up 0.17% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #141 holding.
  • Intercontinental Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 2 quarters since.
  • Intercontinental Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $718K in Q1 2023.
  • 870 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.