KWA
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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MCM
Moore Capital Management New York $2.75B AUM 35.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return