Sterling Manor Financial’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Sterling Manor Financial’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 Q2	–	Sell	-5,955	Closed	-$633K	–	58
2023 Q1	$633K	Buy	5,955 +1,955	+49%	+$205K	0.61%	24
2022 Q4	$398K	Buy	+4,000	New	+$403K	0.44%	30
2021 Q4	–	Sell	-1,462	Closed	-$211K	–	99
2021 Q3	$211K	Hold	1,462	–	–	0.18%	71
2021 Q2	$211K	Buy	+1,462	New	+$204K	0.17%	79

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sterling Manor Financial's TLT Position: Q2 2023 in Review

Sterling Manor Financial sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2023, closing a stake of 5,955 shares — an estimated $633K sold.

Sterling Manor Financial first reported a position in TLT in Q2 2021 and held it in 4 quarters. The position peaked at $633K in Q1 2023. 870 funds tracked by Wall St. Rank hold TLT as of Q2 2023.

Sterling Manor Financial reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Sterling Manor Financial sold 5,955 iShares 20+ Year Treasury Bond ETF shares in Q2 2023, an estimated $633K.
Sterling Manor Financial first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2021 and held it in 4 quarters.
Sterling Manor Financial's iShares 20+ Year Treasury Bond ETF position peaked at $633K in Q1 2023.
870 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2023.

Based on Sterling Manor Financial's 13F filing for Q2 2023, filed 21 Jul 2023.