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

Selective 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 Q4	–	Sell	-113	Closed	-$12K	–	669
2022 Q3	$12K	Hold	113	–	–	0.01%	501
2022 Q2	$13K	Buy	113 +77	+214%	+$9.07K	﹤0.01%	532
2022 Q1	$5K	Hold	36	–	–	﹤0.01%	602
2021 Q4	$5K	Hold	36	–	–	﹤0.01%	554
2021 Q3	$5K	Hold	36	–	–	﹤0.01%	499
2021 Q2	$5K	Buy	+36	New	+$5.02K	﹤0.01%	410
2020 Q3	–	Sell	-12	Closed	-$2K	–	408
2020 Q2	$2K	Buy	+12	New	+$1.98K	﹤0.01%	390

Other funds holding TLT

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Selective Wealth Management's TLT Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2022, closing a stake of 113 shares — an estimated $12K sold.

Selective Wealth Management first reported a position in TLT in Q2 2020 and held it in 7 quarters. The position peaked at $13K in Q2 2022. 776 funds tracked by Wall St. Rank hold TLT as of Q4 2022.

Selective Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 113 iShares 20+ Year Treasury Bond ETF shares in Q4 2022, an estimated $12K.
Selective Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2020 and held it in 7 quarters.
Selective Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $13K in Q2 2022.
776 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.