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

Silicon Hills 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	-2,693	Closed	-$276K	–	96
2022 Q3	$276K	Sell	2,693 -1,220	-31%	-$137K	0.22%	78
2022 Q2	$449K	Sell	3,913 -19,952	-84%	-$2.35M	0.33%	61
2022 Q1	$3.15M	Sell	23,865 -68,596	-74%	-$9.46M	2.01%	15
2021 Q4	$13.7M	Buy	92,461 +32,616	+55%	+$4.81M	8.48%	1
2021 Q3	$8.64M	Buy	59,845 +5,260	+10%	+$781K	5.92%	2
2021 Q2	$7.88M	Buy	54,585 +21,839	+67%	+$3.05M	6.12%	3
2021 Q1	$4.43M	Sell	32,746 -5,290	-14%	-$767K	4.01%	5
2020 Q4	$6M	Buy	38,036 +32,852	+634%	+$5.22M	5.43%	3
2020 Q3	$846K	Sell	5,184 -740	-12%	-$123K	0.87%	29
2020 Q2	$971K	Sell	5,924 -2	-0%	-$329	1.16%	23
2020 Q1	$978K	Buy	5,926 +5,915	+53,773%	+$882K	1.29%	20
2019 Q4	$583	Buy	+11	New	+$1.53K	0.45%	48

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

Silicon Hills Wealth Management's TLT Position: Q4 2022 in Review

Silicon Hills Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2022, closing a stake of 2,693 shares — an estimated $276K sold.

Silicon Hills Wealth Management first reported a position in TLT in Q4 2019 and held it in 12 quarters. The position peaked at $13.7M in Q4 2021. 776 funds tracked by Wall St. Rank hold TLT as of Q4 2022.

Silicon Hills Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Silicon Hills Wealth Management sold 2,693 iShares 20+ Year Treasury Bond ETF shares in Q4 2022, an estimated $276K.
Silicon Hills Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and held it in 12 quarters.
Silicon Hills Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $13.7M in Q4 2021.
776 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2022.

Based on Silicon Hills Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.