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

Oxford 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
Q4 		– Sell
-341
Closed -$30.2K – 306
2023
Q3 		$30.2K Hold
341
– – ﹤0.01% 246
2023
Q2 		$35.1K Sell
341
-88
-21% -$9.13K ﹤0.01% 262
2023
Q1 		$45.6K Hold
429
– – 0.01% 218
2022
Q4 		$42.7K Buy
+429
New +$43.2K 0.01% 221
2022
Q2 		– Sell
-575
Closed -$76K – 289
2022
Q1 		$76K Hold
575
– – 0.01% 210
2021
Q4 		$85K Buy
+575
New +$84.7K 0.01% 222

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
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Oxford Financial Group's TLT Position: Q4 2023 in Review

Oxford Financial Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2023, closing a stake of 341 shares — an estimated $30.2K sold.

Oxford Financial Group first reported a position in TLT in Q4 2021 and held it in 6 quarters. The position peaked at $85K in Q4 2021. 1,106 funds tracked by Wall St. Rank hold TLT as of Q4 2023.

  • Oxford Financial Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Oxford Financial Group sold 341 iShares 20+ Year Treasury Bond ETF shares in Q4 2023, an estimated $30.2K.
  • Oxford Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and held it in 6 quarters.
  • Oxford Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $85K in Q4 2021.
  • 1,106 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2023.

Based on Oxford Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.