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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Starfox Financial Services's TLT Position: Q3 2023 in Review

Starfox Financial Services sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2023, closing a stake of 1,978 shares — an estimated $204K sold.

Starfox Financial Services first reported a position in TLT in Q1 2022 and held it in 6 quarters. The position peaked at $9.29M in Q2 2022. 928 funds tracked by Wall St. Rank hold TLT as of Q3 2023.

Starfox Financial Services reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Starfox Financial Services sold 1,978 iShares 20+ Year Treasury Bond ETF shares in Q3 2023, an estimated $204K.
Starfox Financial Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and held it in 6 quarters.
Starfox Financial Services's iShares 20+ Year Treasury Bond ETF position peaked at $9.29M in Q2 2022.
928 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2023.

Based on Starfox Financial Services's 13F filing for Q3 2023, filed 7 Nov 2023.