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SHWM
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
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1-Year Est. Return
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1-Year Est. Return
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$24.6B AUM
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1-Year Est. Return
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$374B AUM
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1-Year Est. Return
AWA
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$1.33B AUM
25.12%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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