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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return