Ironwood Financial’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Ironwood Financial’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	–	Sell	-126	Closed	-$18K	–	498
2021 Q3	$18K	Hold	126	–	–	0.01%	295
2021 Q2	$18K	Hold	126	–	–	0.01%	294
2021 Q1	$17K	Hold	126	–	–	0.01%	286
2020 Q4	$20K	Hold	126	–	–	0.01%	251
2020 Q3	$21K	Hold	126	–	–	0.01%	186
2020 Q2	$21K	Hold	126	–	–	0.01%	178
2020 Q1	$21K	Buy	+126	New	+$18.8K	0.01%	148

Other funds holding TLT

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 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 $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

NSLI

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

Ironwood Financial's TLT Position: Q4 2021 in Review

Ironwood Financial sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2021, closing a stake of 126 shares — an estimated $18K sold.

Ironwood Financial first reported a position in TLT in Q1 2020 and held it in 7 quarters. The position peaked at $21K in Q3 2020. 667 funds tracked by Wall St. Rank hold TLT as of Q4 2021.

Ironwood Financial reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 126 iShares 20+ Year Treasury Bond ETF shares in Q4 2021, an estimated $18K.
Ironwood Financial first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and held it in 7 quarters.
Ironwood Financial's iShares 20+ Year Treasury Bond ETF position peaked at $21K in Q3 2020.
667 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.