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Scholtz & Company’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Scholtz & Company’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
-10,390
Closed -$1.03M – 49
2022
Q4 		$1.03M Buy
10,390
+4,245
+69% +$428K 0.73% 30
2022
Q3 		$602K Buy
+6,145
New +$692K 0.43% 38

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

Scholtz & Company's TLT Position: Q1 2023 in Review

Scholtz & Company sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2023, closing a stake of 10,390 shares — an estimated $1.03M sold.

Scholtz & Company first reported a position in TLT in Q3 2022 and held it in 2 quarters. The position peaked at $1.03M in Q4 2022. 807 funds tracked by Wall St. Rank hold TLT as of Q1 2023.

  • Scholtz & Company reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Scholtz & Company sold 10,390 iShares 20+ Year Treasury Bond ETF shares in Q1 2023, an estimated $1.03M.
  • Scholtz & Company first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2022 and held it in 2 quarters.
  • Scholtz & Company's iShares 20+ Year Treasury Bond ETF position peaked at $1.03M in Q4 2022.
  • 807 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2023.

Based on Scholtz & Company's 13F filing for Q1 2023, filed 15 May 2023.