KCS Wealth Advisory’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

KCS Wealth Advisory’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
2022 Q3	–	Sell	-3,379	Closed	-$388K	–	157
2022 Q2	$388K	Sell	3,379 -3,121	-48%	-$368K	0.17%	113
2022 Q1	$859K	Buy	6,500 +1,635	+34%	+$226K	0.4%	82
2021 Q4	$721K	Sell	4,865 -416	-8%	-$61.3K	0.29%	96
2021 Q3	$762K	Buy	5,281 +1,146	+28%	+$170K	0.36%	83
2021 Q2	$597K	Buy	4,135 +299	+8%	+$41.7K	0.28%	95
2021 Q1	$520K	Buy	3,836 +1,541	+67%	+$223K	0.27%	100
2020 Q4	$362K	Sell	2,295 -858	-27%	-$136K	0.24%	115
2020 Q3	$515K	Buy	3,153 +67	+2%	+$11.1K	0.41%	89
2020 Q2	$506K	Buy	+3,086	New	+$508K	0.42%	84
2019 Q4	–	Sell	-57	Closed	-$8.16K	–	376
2019 Q3	$8.16K	Buy	+57	New	+$7.92K	0.01%	369

Other funds holding TLT

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

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MCM

Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

NSLI

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

KCS Wealth Advisory's TLT Position: Q3 2022 in Review

KCS Wealth Advisory sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2022, closing a stake of 3,379 shares — an estimated $388K sold.

KCS Wealth Advisory first reported a position in TLT in Q3 2019 and held it in 10 quarters. The position peaked at $859K in Q1 2022. 733 funds tracked by Wall St. Rank hold TLT as of Q3 2022.

KCS Wealth Advisory reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
KCS Wealth Advisory sold 3,379 iShares 20+ Year Treasury Bond ETF shares in Q3 2022, an estimated $388K.
KCS Wealth Advisory first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2019 and held it in 10 quarters.
KCS Wealth Advisory's iShares 20+ Year Treasury Bond ETF position peaked at $859K in Q1 2022.
733 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2022.

Based on KCS Wealth Advisory's 13F filing for Q3 2022, filed 21 Oct 2022.