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Strategic Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Strategic Asset 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
Q3 		$134K Buy
1,311
+466
+55% +$52.5K 0.23% 68
2022
Q2 		$97K Buy
845
+195
+30% +$23K 0.16% 99
2022
Q1 		$86K Buy
+650
New +$89.7K 0.12% 114

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Strategic Asset Management's TLT Position: Q3 2022 in Review

Strategic Asset Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 55% in Q3 2022, buying an estimated $52.5K and bringing the position to 1,311 shares worth $134K. The position accounts for 0.23% of the portfolio, ranked #68.

Strategic Asset Management first reported a position in TLT in Q1 2022 and has held it in 3 quarters since. 733 funds tracked by Wall St. Rank hold TLT as of Q3 2022.

  • Strategic Asset Management held 1,311 shares of iShares 20+ Year Treasury Bond ETF worth $134K as of Q3 2022.
  • Strategic Asset Management bought 466 iShares 20+ Year Treasury Bond ETF shares in Q3 2022, an estimated $52.5K.
  • iShares 20+ Year Treasury Bond ETF made up 0.23% of Strategic Asset Management's portfolio in Q3 2022, its #68 holding.
  • Strategic Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and has held it in 3 quarters since.
  • 733 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.