TC
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Tatro Capital’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Tatro Capital’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
Q1 		$1.66M Buy
12,536
+6,627
+112% +$914K 1.24% 19
2021
Q4 		$876K Hold
5,909
– – 0.63% 29
2021
Q3 		$853K Buy
5,909
+300
+5% +$44.5K 0.67% 29
2021
Q2 		$810K Buy
+5,609
New +$783K 0.55% 36

Other funds holding TLT

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tatro Capital's TLT Position: Q1 2022 in Review

Tatro Capital increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 112% in Q1 2022, buying an estimated $914K and bringing the position to 12,536 shares worth $1.66M. The position accounts for 1.24% of the portfolio, ranked #19.

Tatro Capital first reported a position in TLT in Q2 2021 and has held it in 4 quarters since. 659 funds tracked by Wall St. Rank hold TLT as of Q1 2022.

  • Tatro Capital held 12,536 shares of iShares 20+ Year Treasury Bond ETF worth $1.66M as of Q1 2022.
  • Tatro Capital bought 6,627 iShares 20+ Year Treasury Bond ETF shares in Q1 2022, an estimated $914K.
  • iShares 20+ Year Treasury Bond ETF made up 1.24% of Tatro Capital's portfolio in Q1 2022, its #19 holding.
  • Tatro Capital first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2021 and has held it in 4 quarters since.
  • 659 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2022.

Based on Tatro Capital's 13F filing for Q1 2022, filed 13 May 2022.