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

Sheets Smith 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
2023 Q4	–	Sell	-86	Closed	-$7.64K	–	484
2023 Q3	$7.64K	Buy	+86	New	+$8.27K	﹤0.01%	459
2016 Q4	–	Sell	-4,013	Closed	-$552K	–	300
2016 Q3	$552K	Sell	4,013 -926	-19%	-$129K	0.16%	170
2016 Q2	$686K	Buy	4,939 +1,089	+28%	+$144K	0.2%	156
2016 Q1	$503K	Buy	+3,850	New	+$493K	0.15%	152

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Sheets Smith Wealth Management's TLT Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2023, closing a stake of 86 shares — an estimated $7.64K sold.

Sheets Smith Wealth Management first reported a position in TLT in Q1 2016 and held it in 4 quarters. The position peaked at $686K in Q2 2016. 1,106 funds tracked by Wall St. Rank hold TLT as of Q4 2023.

Sheets Smith Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Sheets Smith Wealth Management sold 86 iShares 20+ Year Treasury Bond ETF shares in Q4 2023, an estimated $7.64K.
Sheets Smith Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2016 and held it in 4 quarters.
Sheets Smith Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $686K in Q2 2016.
1,106 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.