TI
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tru Independence’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

tru Independence’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
Q2 		– Sell
-7,260
Closed -$958K – 203
2022
Q1 		$958K Buy
7,260
+284
+4% +$39.2K 0.26% 72
2021
Q4 		$1.03M Buy
6,976
+252
+4% +$37.1K 0.28% 67
2021
Q3 		$969K Buy
+6,724
New +$998K 0.27% 69
2021
Q2 		– Sell
-3,000
Closed -$418K – 378
2021
Q1 		$418K Sell
3,000
-1,681
-36% -$244K 0.08% 183
2020
Q4 		$738K Buy
4,681
+4,516
+2,737% +$717K 1.34% 14
2020
Q3 		$27K Sell
165
-13,106
-99% -$2.17M 0.01% 237
2020
Q2 		$2.17K Buy
+13,271
New +$2.18M 0.31% 71
2020
Q1 		– Sell
-141
Closed -$23K – 902
2019
Q4 		$23K Buy
+141
New +$19.6K ﹤0.01% 476

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
MCM
Moore Capital Management New York $2.75B AUM 35.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return