Polaris Wealth Advisory Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Polaris Wealth Advisory 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	-88,562	Closed	-$9.36M	–	186
2022 Q4	$9.36M	Buy	+88,562	New	+$8.92M	0.7%	47
2022 Q1	–	Sell	-351,053	Closed	-$52M	–	198
2021 Q4	$52M	Sell	351,053 -23,330	-6%	-$3.44M	2.99%	4
2021 Q3	$53.5M	Sell	374,383 -44,140	-11%	-$6.55M	3.2%	4
2021 Q2	$60.3M	Buy	+418,523	New	+$58.4M	3.58%	1
2020 Q2	–	Sell	-24,194	Closed	-$3.99M	–	163
2020 Q1	$3.99M	Buy	+24,194	New	+$3.61M	0.43%	49
2019 Q4	–	Sell	-186,458	Closed	-$26.8M	–	182
2019 Q3	$26.8M	Sell	186,458 -2,161	-1%	-$300K	2.19%	15
2019 Q2	$24.9M	Buy	+188,619	New	+$24M	1.89%	22
2018 Q4	–	Sell	-33	Closed	-$4K	–	426
2018 Q3	$4K	Buy	+33	New	+$3.96K	﹤0.01%	462
2018 Q2	–	Sell	-67	Closed	-$8K	–	415
2018 Q1	$8K	Buy	+67	New	+$8.09K	﹤0.01%	377
2017 Q3	–	Sell	-5,123	Closed	-$641K	–	156
2017 Q2	$641K	Buy	+5,123	New	+$633K	0.07%	83

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Polaris Wealth Advisory Group's TLT Position: Q1 2023 in Review

Polaris Wealth Advisory Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2023, closing a stake of 88,562 shares — an estimated $9.36M sold.

Polaris Wealth Advisory Group first reported a position in TLT in Q2 2017 and held it in 10 quarters. The position peaked at $60.3M in Q2 2021. 807 funds tracked by Wall St. Rank hold TLT as of Q1 2023.

Polaris Wealth Advisory Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Polaris Wealth Advisory Group sold 88,562 iShares 20+ Year Treasury Bond ETF shares in Q1 2023, an estimated $9.36M.
Polaris Wealth Advisory Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2017 and held it in 10 quarters.
Polaris Wealth Advisory Group's iShares 20+ Year Treasury Bond ETF position peaked at $60.3M in Q2 2021.
807 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2023, filed 3 May 2023.