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Searle & Co’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Searle & Co’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
Q2 		– Sell
-3,250
Closed -$429K – 157
2022
Q1 		$429K Buy
+3,250
New +$448K 0.16% 112
2016
Q1 		– Sell
-2,000
Closed -$243K – 114
2015
Q4 		$243K Buy
+2,000
New +$244K 0.23% 95

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Searle & Co's TLT Position: Q2 2022 in Review

Searle & Co sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2022, closing a stake of 3,250 shares — an estimated $429K sold.

Searle & Co first reported a position in TLT in Q4 2015 and held it in 2 quarters. The position peaked at $429K in Q1 2022. 698 funds tracked by Wall St. Rank hold TLT as of Q2 2022.

  • Searle & Co reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Searle & Co sold 3,250 iShares 20+ Year Treasury Bond ETF shares in Q2 2022, an estimated $429K.
  • Searle & Co first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2015 and held it in 2 quarters.
  • Searle & Co's iShares 20+ Year Treasury Bond ETF position peaked at $429K in Q1 2022.
  • 698 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2022.

Based on Searle & Co's 13F filing for Q2 2022, filed 3 Aug 2022.