Legacy Capital Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Legacy Capital Partners’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 Q1	$321K	Buy	+2,431	New	+$335K	0.11%	118

Other funds holding TLT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Legacy Capital Partners's TLT Position: Q1 2022 in Review

Legacy Capital Partners opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2022: 2,431 shares worth $321K. The stake represents 0.11% of the portfolio and ranks #118 among its holdings.

659 funds tracked by Wall St. Rank hold TLT as of Q1 2022.

Legacy Capital Partners held 2,431 shares of iShares 20+ Year Treasury Bond ETF worth $321K as of Q1 2022.
iShares 20+ Year Treasury Bond ETF was a new Legacy Capital Partners position in Q1 2022.
iShares 20+ Year Treasury Bond ETF made up 0.11% of Legacy Capital Partners's portfolio in Q1 2022, its #118 holding.
659 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2022.

Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.