MUFG Americas’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

MUFG Americas’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 Q3	–	Sell	-147	Closed	-$17K	–	935
2022 Q2	$17K	Hold	147	–	–	﹤0.01%	627
2022 Q1	$19K	Sell	147 -43	-23%	-$5.93K	﹤0.01%	653
2021 Q4	$28K	Sell	190 -305	-62%	-$45K	﹤0.01%	640
2021 Q3	$71K	Buy	495 +280	+130%	+$41.6K	﹤0.01%	480
2021 Q2	$31K	Buy	215 +68	+46%	+$9.49K	﹤0.01%	537
2021 Q1	$20K	Hold	147	–	–	﹤0.01%	583
2020 Q4	$23K	Sell	147 -41	-22%	-$6.51K	﹤0.01%	573
2020 Q3	$31K	Buy	188 +41	+28%	+$6.8K	﹤0.01%	522
2020 Q2	$8K	Hold	147	–	–	﹤0.01%	633
2020 Q1	$24K	Hold	147	–	–	﹤0.01%	565
2019 Q4	$20K	Hold	147	–	–	﹤0.01%	643
2019 Q3	$21K	Hold	147	–	–	﹤0.01%	643
2019 Q2	$20K	Hold	147	–	–	﹤0.01%	645
2019 Q1	$19K	Hold	147	–	–	﹤0.01%	673
2018 Q4	$18K	Hold	147	–	–	﹤0.01%	588
2018 Q3	$17K	Hold	147	–	–	﹤0.01%	649
2018 Q2	$18K	Hold	147	–	–	﹤0.01%	675
2018 Q1	$18K	Hold	147	–	–	﹤0.01%	678
2017 Q4	$19K	Hold	147	–	–	﹤0.01%	750
2017 Q3	$18K	Hold	147	–	–	﹤0.01%	757
2017 Q2	$18K	Hold	147	–	–	﹤0.01%	742
2017 Q1	$18K	Hold	147	–	–	﹤0.01%	738
2016 Q4	$18K	Hold	147	–	–	﹤0.01%	736
2016 Q3	$20K	Hold	147	–	–	﹤0.01%	718
2016 Q2	$20K	Buy	147 +131	+819%	+$17.3K	﹤0.01%	704
2016 Q1	$2K	Sell	16 -28	-64%	-$3.59K	﹤0.01%	1113
2015 Q4	$5K	Buy	+44	New	+$5.36K	﹤0.01%	947

Other funds holding TLT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

MUFG Americas's TLT Position: Q3 2022 in Review

MUFG Americas sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2022, closing a stake of 147 shares — an estimated $17K sold.

MUFG Americas first reported a position in TLT in Q4 2015 and held it in 27 quarters. The position peaked at $71K in Q3 2021. 733 funds tracked by Wall St. Rank hold TLT as of Q3 2022.

MUFG Americas reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
MUFG Americas sold 147 iShares 20+ Year Treasury Bond ETF shares in Q3 2022, an estimated $17K.
MUFG Americas first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2015 and held it in 27 quarters.
MUFG Americas's iShares 20+ Year Treasury Bond ETF position peaked at $71K in Q3 2021.
733 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2022.

Based on MUFG Americas's 13F filing for Q3 2022, filed 1 Nov 2022.