Lumature Wealth Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Lumature Wealth 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
2023 Q2	$1.96K	Hold	19	–	–	﹤0.01%	359
2023 Q1	$2.02K	Hold	19	–	–	﹤0.01%	360
2022 Q4	$1.89K	Sell	19 -29	-60%	-$2.92K	﹤0.01%	366
2022 Q3	$5K	Sell	48 -26	-35%	-$2.93K	﹤0.01%	353
2022 Q2	$9K	Sell	74 -25	-25%	-$2.94K	﹤0.01%	323
2022 Q1	$13K	Sell	99 -7	-7%	-$966	0.01%	325
2021 Q4	$16K	Sell	106 -58	-35%	-$8.55K	0.01%	308
2021 Q3	$24K	Sell	164 -36	-18%	-$5.35K	0.01%	275
2021 Q2	$29K	Buy	200 +24	+14%	+$3.35K	0.01%	254
2021 Q1	$24K	Sell	176 -124	-41%	-$18K	0.01%	257
2020 Q4	$47K	Buy	+300	New	+$47.6K	0.04%	152

Other funds holding TLT

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

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lumature Wealth Partners's TLT Position: Q2 2023 in Review

Lumature Wealth Partners held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2023 at 19 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Lumature Wealth Partners first reported a position in TLT in Q4 2020 and has held it in 11 quarters since. The position peaked at $47K in Q4 2020. 871 funds tracked by Wall St. Rank hold TLT as of Q2 2023.

Lumature Wealth Partners held 19 shares of iShares 20+ Year Treasury Bond ETF worth $1.96K as of Q2 2023.
Lumature Wealth Partners left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2023.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #359 holding.
Lumature Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $47K in Q4 2020.
871 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.