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Pinnacle Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Pinnacle Wealth Management’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
-48,364
Closed -$5.56M – 55
2022
Q2 		$5.56M Buy
+48,364
New +$5.7M 7.81% 1

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MCM
Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Pinnacle Wealth Management's TLT Position: Q3 2022 in Review

Pinnacle Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2022, closing a stake of 48,364 shares — an estimated $5.56M sold.

Pinnacle Wealth Management first reported a position in TLT in Q2 2022 and held it in 1 quarter. The position peaked at $5.56M in Q2 2022. 733 funds tracked by Wall St. Rank hold TLT as of Q3 2022.

  • Pinnacle Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Pinnacle Wealth Management sold 48,364 iShares 20+ Year Treasury Bond ETF shares in Q3 2022, an estimated $5.56M.
  • Pinnacle Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2022 and held it in 1 quarter.
  • Pinnacle Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $5.56M in Q2 2022.
  • 733 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2022.

Based on Pinnacle Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.