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

Strategic Equity 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
2023
Q1 		– Sell
-105,842
Closed -$10.5M – 46
2022
Q4 		$10.5M Buy
105,842
+53,908
+104% +$5.43M 4.04% 12
2022
Q3 		$5.32M Buy
+51,934
New +$5.85M 2.2% 17
2022
Q1 		– Sell
-34,775
Closed -$5.15M – 49
2021
Q4 		$5.15M Buy
34,775
+21,875
+170% +$3.22M 1.61% 19
2021
Q3 		$1.86M Buy
12,900
+1,275
+11% +$189K 0.62% 24
2021
Q2 		$1.68M Buy
11,625
+1,019
+10% +$142K 0.57% 25
2021
Q1 		$1.44M Sell
10,606
-14,296
-57% -$2.07M 0.61% 22
2020
Q4 		$3.93M Buy
+24,902
New +$3.95M 1.76% 16

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return