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Reilly Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Reilly Financial Advisors’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
2016
Q1 		– Sell
-196
Closed -$24K – 1275
2015
Q4 		$24K Buy
+196
New +$23.9K ﹤0.01% 562

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Reilly Financial Advisors's TLT Position: Q4 2021 in Review

Reilly Financial Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 97% in Q4 2021, selling an estimated $44.2K and leaving 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

Reilly Financial Advisors first reported a position in TLT in Q2 2013 and has held it in 22 quarters since. The position peaked at $59K in Q1 2020. 668 funds tracked by Wall St. Rank hold TLT as of Q4 2021.

  • Reilly Financial Advisors held 10 shares of iShares 20+ Year Treasury Bond ETF worth $1K as of Q4 2021.
  • Reilly Financial Advisors sold 300 iShares 20+ Year Treasury Bond ETF shares in Q4 2021, an estimated $44.2K.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1093 holding.
  • Reilly Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and has held it in 22 quarters since.
  • Reilly Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $59K in Q1 2020.
  • 668 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.