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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 		$17K Buy
+122
New +$17K 0.01% 235

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Leelyn Smith's TLT Position: Q4 2022 in Review

Leelyn Smith sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2022, closing a stake of 28 shares — an estimated $3K sold.

Leelyn Smith first reported a position in TLT in Q4 2019 and held it in 12 quarters. The position peaked at $17K in Q4 2021. 776 funds tracked by Wall St. Rank hold TLT as of Q4 2022.

  • Leelyn Smith reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Leelyn Smith sold 28 iShares 20+ Year Treasury Bond ETF shares in Q4 2022, an estimated $3K.
  • Leelyn Smith first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and held it in 12 quarters.
  • Leelyn Smith's iShares 20+ Year Treasury Bond ETF position peaked at $17K in Q4 2021.
  • 776 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2022.

Based on Leelyn Smith's 13F filing for Q4 2022, filed 10 Feb 2023.