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

Ten Capital 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	-11	Closed	-$1.17K	–	504
2023 Q1	$1.17K	Hold	11	–	–	﹤0.01%	479
2022 Q4	$1.09K	Hold	11	–	–	﹤0.01%	470
2022 Q3	$1K	Hold	11	–	–	﹤0.01%	538
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	444
2022 Q1	$1K	Hold	11	–	–	﹤0.01%	463
2021 Q4	$2K	Hold	11	–	–	﹤0.01%	429
2021 Q3	$2K	Hold	11	–	–	﹤0.01%	372
2021 Q2	$2K	Hold	11	–	–	﹤0.01%	425
2021 Q1	$1K	Hold	11	–	–	﹤0.01%	346
2020 Q4	$2K	Buy	+11	New	+$1.75K	﹤0.01%	335

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ten Capital Wealth Advisors's TLT Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2023, closing a stake of 11 shares — an estimated $1.17K sold.

Ten Capital Wealth Advisors first reported a position in TLT in Q4 2020 and held it in 10 quarters. The position peaked at $2K in Q4 2021. 870 funds tracked by Wall St. Rank hold TLT as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 11 iShares 20+ Year Treasury Bond ETF shares in Q2 2023, an estimated $1.17K.
Ten Capital Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $2K in Q4 2021.
870 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.