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

Marcum Wealth’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
Q2 		– Sell
-2,014
Closed -$266K – 420
2022
Q1 		$266K Buy
+2,014
New +$278K 0.04% 264
2021
Q4 		– Sell
-1,390
Closed -$201K – 407
2021
Q3 		$201K Buy
+1,390
New +$206K 0.03% 308

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
MCM
Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Marcum Wealth's TLT Position: Q2 2022 in Review

Marcum Wealth sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2022, closing a stake of 2,014 shares — an estimated $266K sold.

Marcum Wealth first reported a position in TLT in Q3 2021 and held it in 2 quarters. The position peaked at $266K in Q1 2022. 697 funds tracked by Wall St. Rank hold TLT as of Q2 2022.

  • Marcum Wealth reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Marcum Wealth sold 2,014 iShares 20+ Year Treasury Bond ETF shares in Q2 2022, an estimated $266K.
  • Marcum Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2021 and held it in 2 quarters.
  • Marcum Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $266K in Q1 2022.
  • 697 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2022.

Based on Marcum Wealth's 13F filing for Q2 2022, filed 14 Jul 2022.