KIG
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Kowal Investment Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Kowal Investment Group’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
-1
Closed – – 856
2021
Q3 		$0 Buy
+1
New +$148 ﹤0.01% 1015

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Kowal Investment Group's TLT Position: Q4 2021 in Review

Kowal Investment Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2021, closing a stake of 1 share.

Kowal Investment Group first reported a position in TLT in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 667 funds tracked by Wall St. Rank hold TLT as of Q4 2021.

  • Kowal Investment Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 1 iShares 20+ Year Treasury Bond ETF share in Q4 2021.
  • Kowal Investment Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's iShares 20+ Year Treasury Bond ETF position peaked at $0 in Q3 2021.
  • 667 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.