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Signet Financial Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Signet Financial 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
Q1 		– Sell
-91
Closed -$13K – 1237
2021
Q4 		$13K Buy
+91
New +$13.4K ﹤0.01% 998
2021
Q1 		– Sell
-4,016
Closed -$633K – 252
2020
Q4 		$633K Sell
4,016
-1,143
-22% -$181K 0.13% 143
2020
Q3 		$831K Buy
5,159
+2,066
+67% +$343K 0.18% 119
2020
Q2 		$523K Buy
+3,093
New +$509K 0.12% 144
2019
Q2 		– Sell
-3,627
Closed -$447K – 245
2019
Q1 		$447K Sell
3,627
-1,796
-33% -$218K 0.09% 171
2018
Q4 		$659K Sell
5,423
-3,194
-37% -$370K 0.14% 144
2018
Q3 		$1.01M Sell
8,617
-2,630
-23% -$316K 0.18% 122
2018
Q2 		$1.37M Sell
11,247
-4,433
-28% -$530K 0.24% 100
2018
Q1 		$1.91M Sell
15,680
-7,461
-32% -$901K 0.34% 88
2017
Q4 		$2.94M Sell
23,141
-4,279
-16% -$537K 0.55% 64
2017
Q3 		$3.42M Buy
27,420
+1,257
+5% +$158K 0.67% 61
2017
Q2 		$3.27M Buy
26,163
+4,057
+18% +$501K 0.69% 57
2017
Q1 		$2.67M Buy
22,106
+5,881
+36% +$706K 0.58% 62
2016
Q4 		$1.93M Buy
16,225
+3,641
+29% +$456K 0.46% 65
2016
Q3 		$1.73M Buy
12,584
+2,542
+25% +$353K 0.41% 65
2016
Q2 		$1.4M Buy
10,042
+7,216
+255% +$952K 0.32% 70
2016
Q1 		$369K Buy
2,826
+627
+29% +$80.3K 0.08% 135
2015
Q4 		$265K Buy
+2,199
New +$268K 0.05% 159

Other funds holding TLT

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Signet Financial Management's TLT Position: Q1 2022 in Review

Signet Financial Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2022, closing a stake of 91 shares — an estimated $13K sold.

Signet Financial Management first reported a position in TLT in Q4 2015 and held it in 18 quarters. The position peaked at $3.42M in Q3 2017. 659 funds tracked by Wall St. Rank hold TLT as of Q1 2022.

  • Signet Financial Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Signet Financial Management sold 91 iShares 20+ Year Treasury Bond ETF shares in Q1 2022, an estimated $13K.
  • Signet Financial Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2015 and held it in 18 quarters.
  • Signet Financial Management's iShares 20+ Year Treasury Bond ETF position peaked at $3.42M in Q3 2017.
  • 659 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.