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Janiczek Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Janiczek 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
2024
Q2 		$1.1K Hold
12
– – ﹤0.01% 917
2024
Q1 		$1.14K Hold
12
– – ﹤0.01% 929
2023
Q4 		$1.19K Hold
12
– – ﹤0.01% 910
2023
Q3 		$1.06K Buy
+12
New +$1.15K ﹤0.01% 911
2022
Q1 		– Sell
-49
Closed -$7K – 1069
2021
Q4 		$7K Buy
+49
New +$7.22K ﹤0.01% 650

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Janiczek Wealth Management's TLT Position: Q2 2024 in Review

Janiczek Wealth Management held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2024 at 12 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Janiczek Wealth Management first reported a position in TLT in Q4 2021 and has held it in 5 quarters since. The position peaked at $7K in Q4 2021. 1,103 funds tracked by Wall St. Rank hold TLT as of Q2 2024.

  • Janiczek Wealth Management held 12 shares of iShares 20+ Year Treasury Bond ETF worth $1.1K as of Q2 2024.
  • Janiczek Wealth Management left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2024.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #917 holding.
  • Janiczek Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and has held it in 5 quarters since.
  • Janiczek Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $7K in Q4 2021.
  • 1,103 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.