J. Arnold Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

J. Arnold Wealth 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 Q4	$699K	Sell	7,045 -2,318	-25%	-$209K	0.24%	20
2023 Q3	$832K	Buy	+9,363	New	+$900K	0.34%	16
2023 Q1	–	Sell	-4,726	Closed	-$470K	–	81
2022 Q4	$470K	Buy	+4,726	New	+$476K	0.23%	25
2021 Q1	–	Sell	-653	Closed	-$103K	–	114
2020 Q4	$103K	Buy	653 +129	+25%	+$20.5K	0.06%	49
2020 Q3	$86K	Buy	+524	New	+$86.9K	0.06%	38

Other funds holding TLT

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

J. Arnold Wealth Management's TLT Position: Q4 2023 in Review

J. Arnold Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 25% in Q4 2023, selling an estimated $209K and leaving 7,045 shares worth $699K. The position accounts for 0.24% of the portfolio, ranked #20.

J. Arnold Wealth Management first reported a position in TLT in Q3 2020 and has held it in 5 quarters since. The position peaked at $832K in Q3 2023. 1,101 funds tracked by Wall St. Rank hold TLT as of Q4 2023.

J. Arnold Wealth Management held 7,045 shares of iShares 20+ Year Treasury Bond ETF worth $699K as of Q4 2023.
J. Arnold Wealth Management sold 2,318 iShares 20+ Year Treasury Bond ETF shares in Q4 2023, an estimated $209K.
iShares 20+ Year Treasury Bond ETF made up 0.24% of J. Arnold Wealth Management's portfolio in Q4 2023, its #20 holding.
J. Arnold Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2020 and has held it in 5 quarters since.
J. Arnold Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $832K in Q3 2023.
1,101 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2023.

Based on J. Arnold Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.