Summit Wealth Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Summit Wealth Partners’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 Q4	–	Sell	-2,980	Closed	-$305K	–	179
2022 Q3	$305K	Hold	2,980	–	–	0.09%	124
2022 Q2	$342K	Sell	2,980 -141	-5%	-$16.6K	0.09%	115
2022 Q1	$412K	Hold	3,121	–	–	0.09%	108
2021 Q4	$463K	Buy	3,121 +137	+5%	+$20.2K	0.1%	100
2021 Q3	$431K	Hold	2,984	–	–	0.1%	95
2021 Q2	$431K	Hold	2,984	–	–	0.1%	101
2021 Q1	$404K	Hold	2,984	–	–	0.1%	100
2020 Q4	$471K	Hold	2,984	–	–	0.13%	86
2020 Q3	$487K	Buy	2,984 +28	+0.9%	+$4.64K	0.15%	92
2020 Q2	$485K	Hold	2,956	–	–	0.16%	89
2020 Q1	$488K	Hold	2,956	–	–	0.2%	65
2019 Q4	$400K	Buy	+2,956	New	+$411K	0.14%	76

Other funds holding TLT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Summit Wealth Partners's TLT Position: Q4 2022 in Review

Summit Wealth Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2022, closing a stake of 2,980 shares — an estimated $305K sold.

Summit Wealth Partners first reported a position in TLT in Q4 2019 and held it in 12 quarters. The position peaked at $488K in Q1 2020. 776 funds tracked by Wall St. Rank hold TLT as of Q4 2022.

Summit Wealth Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Summit Wealth Partners sold 2,980 iShares 20+ Year Treasury Bond ETF shares in Q4 2022, an estimated $305K.
Summit Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and held it in 12 quarters.
Summit Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $488K in Q1 2020.
776 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2022.

Based on Summit Wealth Partners's 13F filing for Q4 2022, filed 11 Sep 2024.