TCI Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

TCI Wealth Advisors’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	-31	Closed	-$3.3K	–	2047
2023 Q1	$3.3K	Buy	31 +2	+7%	+$209	﹤0.01%	1804
2022 Q4	$2.89K	Buy	29 +3	+12%	+$302	﹤0.01%	1876
2022 Q3	$3K	Sell	26 -38	-59%	-$4.28K	﹤0.01%	1845
2022 Q2	$7K	Buy	64 +41	+178%	+$4.83K	﹤0.01%	1291
2022 Q1	$3K	Buy	+23	New	+$3.17K	﹤0.01%	1921
2021 Q4	–	Sell	-45	Closed	-$6K	–	2520
2021 Q3	$6K	Buy	+45	New	+$6.68K	﹤0.01%	1514
2020 Q2	–	Sell	-497	Closed	-$82K	–	1659
2020 Q1	$82K	Buy	497 +470	+1,741%	+$70.1K	0.04%	234
2019 Q4	$4K	Buy	27 +2	+8%	+$278	﹤0.01%	953
2019 Q3	$4K	Sell	25 -209	-89%	-$29K	﹤0.01%	895
2019 Q2	$31K	Hold	234	–	–	0.01%	396
2019 Q1	$30K	Buy	+234	New	+$28.5K	0.01%	430
2015 Q4	–	Sell	-502	Closed	-$62K	–	1082
2015 Q3	$62K	Buy	502 +305	+155%	+$37K	0.04%	254
2015 Q2	$23K	Hold	197	–	–	0.01%	379
2015 Q1	$26K	Buy	+197	New	+$25.7K	0.02%	328
2014 Q1	–	Sell	-325	Closed	-$33K	–	915
2013 Q4	$33K	Buy	+325	New	+$34K	0.02%	290

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TCI Wealth Advisors's TLT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2023, closing a stake of 31 shares — an estimated $3.3K sold.

TCI Wealth Advisors first reported a position in TLT in Q4 2013 and held it in 15 quarters. The position peaked at $82K in Q1 2020. 870 funds tracked by Wall St. Rank hold TLT as of Q2 2023.

TCI Wealth Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 31 iShares 20+ Year Treasury Bond ETF shares in Q2 2023, an estimated $3.3K.
TCI Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2013 and held it in 15 quarters.
TCI Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $82K in Q1 2020.
870 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.