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LS
Leelyn Smith’s
iShares 20+ Year Treasury Bond ETF
TLT
Stock Holding History
Leelyn Smith’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
Q4
–
Sell
-28
Closed
-$3K
–
509
2022
Q3
$3K
Sell
28
-4
-13%
-$450
﹤0.01%
414
2022
Q2
$4K
Sell
32
-1
-3%
-$118
﹤0.01%
338
2022
Q1
$4K
Sell
33
-79
-71%
-$10.9K
﹤0.01%
321
2021
Q4
$17K
Buy
112
+30
+37%
+$4.42K
﹤0.01%
255
2021
Q3
$12K
Sell
82
-1
-1%
-$148
﹤0.01%
268
2021
Q2
$12K
Sell
83
-2
-2%
-$279
﹤0.01%
270
2021
Q1
$12K
Buy
85
+18
+27%
+$2.61K
﹤0.01%
280
2020
Q4
$11K
Buy
67
+2
+3%
+$318
﹤0.01%
271
2020
Q3
$11K
Sell
65
-2
-3%
-$332
﹤0.01%
254
2020
Q2
$11K
Buy
67
+2
+3%
+$329
﹤0.01%
310
2020
Q1
$11K
Sell
65
-57
-47%
-$8.5K
0.01%
238
2019
Q4
$17
Buy
+122
New
+$17K
0.01%
235
Other funds holding TLT
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$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
TD Asset Management
Toronto, Ontario, Canada
$123B AUM
34.51%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Rafferty Asset Management
New York
$24.6B AUM
47.06%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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