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OmniStar Financial Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

OmniStar Financial Group’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
-2,968
Closed -$296K – 123
2022
Q4 		$296K Sell
2,968
-259
-8% -$26.1K 0.34% 89
2022
Q3 		$330K Buy
+3,227
New +$363K 0.39% 84
2022
Q2 		– Sell
-1,716
Closed -$226K – 114
2022
Q1 		$226K Buy
1,716
+187
+12% +$25.8K 0.22% 104
2021
Q4 		$226K Buy
1,529
+116
+8% +$17.1K 0.23% 108
2021
Q3 		$204K Sell
1,413
-193
-12% -$28.7K 0.24% 107
2021
Q2 		$231K Sell
1,606
-44
-3% -$6.14K 0.29% 98
2021
Q1 		$224K Sell
1,650
-1,471
-47% -$213K 0.28% 100
2020
Q4 		$492K Buy
+3,121
New +$496K 0.34% 81
2020
Q2 		– Sell
-1,144
Closed -$189K – 291
2020
Q1 		$189K Sell
1,144
-5,979
-84% -$891K 0.19% 102
2019
Q4 		$965K Buy
7,123
+167
+2% +$23.2K 0.81% 48
2019
Q3 		$995K Buy
6,956
+670
+11% +$93.1K 0.87% 45
2019
Q2 		$835K Buy
+6,286
New +$798K 0.75% 54

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

OmniStar Financial Group's TLT Position: Q1 2023 in Review

OmniStar Financial Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2023, closing a stake of 2,968 shares — an estimated $296K sold.

OmniStar Financial Group first reported a position in TLT in Q2 2019 and held it in 12 quarters. The position peaked at $995K in Q3 2019. 807 funds tracked by Wall St. Rank hold TLT as of Q1 2023.

  • OmniStar Financial Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • OmniStar Financial Group sold 2,968 iShares 20+ Year Treasury Bond ETF shares in Q1 2023, an estimated $296K.
  • OmniStar Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2019 and held it in 12 quarters.
  • OmniStar Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $995K in Q3 2019.
  • 807 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2023.

Based on OmniStar Financial Group's 13F filing for Q1 2023, filed 1 May 2023.