Laurel Wealth Advisors (California)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Laurel Wealth Advisors (California)’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	-2,709	Closed	-$311K	–	674
2022 Q2	$311K	Buy	2,709 +884	+48%	+$104K	0.03%	482
2022 Q1	$241K	Sell	1,825 -23,969	-93%	-$3.31M	0.02%	656
2021 Q4	$3.82M	Buy	+25,794	New	+$3.8M	0.3%	86
2021 Q1	–	Sell	-1,592	Closed	-$251K	–	484
2020 Q4	$251K	Buy	1,592 +8	+0.5%	+$1.27K	0.04%	376
2020 Q3	$258K	Buy	1,584 +157	+11%	+$26K	0.04%	329
2020 Q2	$234K	Buy	1,427 +176	+14%	+$29K	0.04%	341
2020 Q1	$206K	Buy	+1,251	New	+$186K	0.05%	348
2019 Q4	–	Sell	-2,963	Closed	-$424K	–	489
2019 Q3	$424K	Buy	+2,963	New	+$412K	0.07%	285
2016 Q2	–	Sell	-3,062	Closed	-$400K	–	321
2016 Q1	$400K	Buy	+3,062	New	+$392K	0.2%	130

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 22.9% 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

Laurel Wealth Advisors (California)'s TLT Position: Q3 2022 in Review

Laurel Wealth Advisors (California) sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2022, closing a stake of 2,709 shares — an estimated $311K sold.

Laurel Wealth Advisors (California) first reported a position in TLT in Q1 2016 and held it in 9 quarters. The position peaked at $3.82M in Q4 2021. 733 funds tracked by Wall St. Rank hold TLT as of Q3 2022.

Laurel Wealth Advisors (California) reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 2,709 iShares 20+ Year Treasury Bond ETF shares in Q3 2022, an estimated $311K.
Laurel Wealth Advisors (California) first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2016 and held it in 9 quarters.
Laurel Wealth Advisors (California)'s iShares 20+ Year Treasury Bond ETF position peaked at $3.82M in Q4 2021.
733 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2022, filed 14 Nov 2022.