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

MGO Private 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
2023
Q1 		– Sell
-6,735
Closed -$671K – 130
2022
Q4 		$671K Sell
6,735
-8,512
-56% -$858K 0.31% 65
2022
Q3 		$1.56M Buy
+15,247
New +$1.72M 0.74% 30

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MGO Private Wealth's TLT Position: Q1 2023 in Review

MGO Private Wealth sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2023, closing a stake of 6,735 shares — an estimated $671K sold.

MGO Private Wealth first reported a position in TLT in Q3 2022 and held it in 2 quarters. The position peaked at $1.56M in Q3 2022. 807 funds tracked by Wall St. Rank hold TLT as of Q1 2023.

  • MGO Private Wealth reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • MGO Private Wealth sold 6,735 iShares 20+ Year Treasury Bond ETF shares in Q1 2023, an estimated $671K.
  • MGO Private Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2022 and held it in 2 quarters.
  • MGO Private Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $1.56M in Q3 2022.
  • 807 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2023.

Based on MGO Private Wealth's 13F filing for Q1 2023, filed 17 Apr 2023.