Teamwork Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Teamwork Financial 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 Q3	–	Sell	-8,059	Closed	-$830K	–	210
2023 Q2	$830K	Buy	+8,059	New	+$836K	0.13%	94
2023 Q1	–	Sell	-2,856	Closed	-$284K	–	212
2022 Q4	$284K	Sell	2,856 -1,902	-40%	-$192K	0.06%	160
2022 Q3	$487K	Buy	4,758 +6	+0.1%	+$676	0.11%	118
2022 Q2	$546K	Buy	+4,752	New	+$560K	0.12%	120

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Teamwork Financial Advisors's TLT Position: Q3 2023 in Review

Teamwork Financial Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2023, closing a stake of 8,059 shares — an estimated $830K sold.

Teamwork Financial Advisors first reported a position in TLT in Q2 2022 and held it in 4 quarters. The position peaked at $830K in Q2 2023. 928 funds tracked by Wall St. Rank hold TLT as of Q3 2023.

Teamwork Financial Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Teamwork Financial Advisors sold 8,059 iShares 20+ Year Treasury Bond ETF shares in Q3 2023, an estimated $830K.
Teamwork Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2022 and held it in 4 quarters.
Teamwork Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $830K in Q2 2023.
928 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2023.

Based on Teamwork Financial Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.