SWRP
TLT icon

Summit Wealth & Retirement Planning’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Summit Wealth & Retirement Planning’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
-3,192
Closed -$340K – 103
2023
Q1 		$340K Sell
3,192
-355
-10% -$37.1K 0.13% 76
2022
Q4 		$353K Buy
+3,547
New +$357K 0.14% 77

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Wealth & Retirement Planning's TLT Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2023, closing a stake of 3,192 shares — an estimated $340K sold.

Summit Wealth & Retirement Planning first reported a position in TLT in Q4 2022 and held it in 2 quarters. The position peaked at $353K in Q4 2022. 870 funds tracked by Wall St. Rank hold TLT as of Q2 2023.

  • Summit Wealth & Retirement Planning reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 3,192 iShares 20+ Year Treasury Bond ETF shares in Q2 2023, an estimated $340K.
  • Summit Wealth & Retirement Planning first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and held it in 2 quarters.
  • Summit Wealth & Retirement Planning's iShares 20+ Year Treasury Bond ETF position peaked at $353K in Q4 2022.
  • 870 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2023, filed 26 Jul 2023.