Maltin Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Maltin Wealth Management’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
2021 Q4	–	Sell	-1,485	Closed	-$214K	–	122
2021 Q3	$214K	Buy	1,485 +5	+0.3%	+$742	0.13%	104
2021 Q2	$214K	Buy	1,480 +5	+0.3%	+$698	0.13%	104
2021 Q1	$200K	Buy	1,475 +2	+0.1%	+$290	0.13%	104
2020 Q4	$232K	Buy	1,473 +5	+0.3%	+$794	0.16%	84
2020 Q3	$240K	Buy	1,468 +4	+0.3%	+$663	0.17%	81
2020 Q2	$240K	Sell	1,464 -150	-9%	-$24.7K	0.18%	70
2020 Q1	$266K	Buy	1,614 +4	+0.2%	+$596	0.23%	64
2019 Q4	$218K	Buy	+1,610	New	+$224K	0.14%	73

Other funds holding TLT

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Maltin Wealth Management's TLT Position: Q4 2021 in Review

Maltin Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2021, closing a stake of 1,485 shares — an estimated $214K sold.

Maltin Wealth Management first reported a position in TLT in Q4 2019 and held it in 8 quarters. The position peaked at $266K in Q1 2020. 667 funds tracked by Wall St. Rank hold TLT as of Q4 2021.

Maltin Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Maltin Wealth Management sold 1,485 iShares 20+ Year Treasury Bond ETF shares in Q4 2021, an estimated $214K.
Maltin Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and held it in 8 quarters.
Maltin Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $266K in Q1 2020.
667 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2021.

Based on Maltin Wealth Management's 13F filing for Q4 2021, filed 2 Feb 2022.