Lehman & Derafelo Financial Resources’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Lehman & Derafelo Financial Resources’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	-980	Closed	-$100K	–	182
2022 Q3	$100K	Hold	980	–	–	0.03%	103
2022 Q2	$113K	Buy	+980	New	+$115K	0.04%	107
2021 Q4	–	Sell	-600	Closed	-$87K	–	178
2021 Q3	$87K	Buy	600 +117	+24%	+$17.4K	0.03%	120
2021 Q2	$70K	Buy	483 +57	+13%	+$7.95K	0.02%	145
2021 Q1	$58K	Buy	426 +216	+103%	+$31.3K	0.02%	145
2020 Q4	$33K	Hold	210	–	–	0.01%	158
2020 Q3	$34K	Hold	210	–	–	0.01%	187
2020 Q2	$34K	Hold	210	–	–	0.01%	172
2020 Q1	$35K	Sell	210 -85	-29%	-$12.7K	0.01%	124
2019 Q4	$40K	Hold	295	–	–	0.01%	137
2019 Q3	$42K	Sell	295 -6	-2%	-$834	0.02%	126
2019 Q2	$40K	Sell	301 -1	-0.3%	-$127	0.02%	129
2019 Q1	$38K	Hold	302	–	–	0.02%	133
2018 Q4	$37K	Buy	+302	New	+$35K	0.02%	121

Other funds holding TLT

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

Bank of America Charlotte, North Carolina $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 $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B 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

Lehman & Derafelo Financial Resources's TLT Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2022, closing a stake of 980 shares — an estimated $100K sold.

Lehman & Derafelo Financial Resources first reported a position in TLT in Q4 2018 and held it in 14 quarters. The position peaked at $113K in Q2 2022. 775 funds tracked by Wall St. Rank hold TLT as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 980 iShares 20+ Year Treasury Bond ETF shares in Q4 2022, an estimated $100K.
Lehman & Derafelo Financial Resources first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's iShares 20+ Year Treasury Bond ETF position peaked at $113K in Q2 2022.
775 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.