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Starfox Financial Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Starfox Financial Services’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
Q3 		– Sell
-1,978
Closed -$204K – 30
2023
Q2 		$204K Sell
1,978
-67
-3% -$6.95K 0.21% 23
2023
Q1 		$217K Buy
2,045
+29
+1% +$3.03K 0.23% 22
2022
Q4 		$201K Sell
2,016
-78,536
-97% -$7.91M 0.2% 25
2022
Q3 		$8.25M Buy
80,552
+245
+0.3% +$27.6K 8.05% 6
2022
Q2 		$9.29M Hold
80,307
– – 7.35% 6
2022
Q1 		$9.29M Buy
+80,307
New +$11.1M 7.35% 6

Other funds holding TLT

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return