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

Lake Hills 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 Q2	–	Sell	-10,448	Closed	-$1.11M	–	48
2023 Q1	$1.11M	Sell	10,448 -8,705	-45%	-$911K	1.16%	19
2022 Q4	$1.91M	Buy	+19,153	New	+$1.93M	1.9%	18
2022 Q2	–	Sell	-63,830	Closed	-$8.43M	–	38
2022 Q1	$8.43M	Buy	63,830 +57,619	+928%	+$7.95M	6.06%	6
2021 Q4	$920K	Buy	+6,211	New	+$915K	0.65%	27

Other funds holding TLT

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

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

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

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Lake Hills Wealth Management's TLT Position: Q2 2023 in Review

Lake Hills Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2023, closing a stake of 10,448 shares — an estimated $1.11M sold.

Lake Hills Wealth Management first reported a position in TLT in Q4 2021 and held it in 4 quarters. The position peaked at $8.43M in Q1 2022. 870 funds tracked by Wall St. Rank hold TLT as of Q2 2023.

Lake Hills Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Lake Hills Wealth Management sold 10,448 iShares 20+ Year Treasury Bond ETF shares in Q2 2023, an estimated $1.11M.
Lake Hills Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and held it in 4 quarters.
Lake Hills Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $8.43M in Q1 2022.
870 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2023.

Based on Lake Hills Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.