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

MBM Wealth Consultants’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 		– Sell
-140
Closed -$3K – 254
2023
Q1 		$3K Hold
140
– – ﹤0.01% 245
2022
Q4 		$14K Buy
+140
New +$14.1K 0.01% 214

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MBM Wealth Consultants's TLT Position: Q2 2023 in Review

MBM Wealth Consultants sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2023, closing a stake of 140 shares — an estimated $3K sold.

MBM Wealth Consultants first reported a position in TLT in Q4 2022 and held it in 2 quarters. The position peaked at $14K in Q4 2022. 870 funds tracked by Wall St. Rank hold TLT as of Q2 2023.

  • MBM Wealth Consultants reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • MBM Wealth Consultants sold 140 iShares 20+ Year Treasury Bond ETF shares in Q2 2023, an estimated $3K.
  • MBM Wealth Consultants first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and held it in 2 quarters.
  • MBM Wealth Consultants's iShares 20+ Year Treasury Bond ETF position peaked at $14K in Q4 2022.
  • 870 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.