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

Laurel Wealth Advisors (North Carolina)’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 Q3	–	Sell	-26	Closed	-$2.68K	–	602
2023 Q2	$2.68K	Hold	26	–	–	﹤0.01%	500
2023 Q1	$2.77K	Buy	+26	New	+$2.72K	﹤0.01%	494
2022 Q2	–	Sell	-10	Closed	-$1K	–	694
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	646
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	646
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	657
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	731
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	654
2020 Q4	$2K	Hold	10	–	–	﹤0.01%	552
2020 Q3	$2K	Buy	+10	New	+$1.66K	﹤0.01%	487

Other funds holding TLT

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s TLT Position: Q3 2023 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2023, closing a stake of 26 shares — an estimated $2.68K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in TLT in Q3 2020 and held it in 9 quarters. The position peaked at $2.77K in Q1 2023. 928 funds tracked by Wall St. Rank hold TLT as of Q3 2023.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 26 iShares 20+ Year Treasury Bond ETF shares in Q3 2023, an estimated $2.68K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2020 and held it in 9 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares 20+ Year Treasury Bond ETF position peaked at $2.77K in Q1 2023.
928 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2023.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2023, filed 14 Nov 2023.