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	$2.17M	Buy	+13,271	New	+$2.18M	0.31%	71
2020 Q1	–	Sell	-141	Closed	-$23K	–	901
2019 Q4	$23K	Buy	+141	New	+$19.6K	﹤0.01%	476

Other funds holding TLT

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

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

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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

MCM

Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 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

tru Independence's TLT Position: Q2 2022 in Review

tru Independence sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2022, closing a stake of 7,260 shares — an estimated $958K sold.

tru Independence first reported a position in TLT in Q4 2019 and held it in 8 quarters. The position peaked at $2.17M in Q2 2020. 697 funds tracked by Wall St. Rank hold TLT as of Q2 2022.

tru Independence reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
tru Independence sold 7,260 iShares 20+ Year Treasury Bond ETF shares in Q2 2022, an estimated $958K.
tru Independence first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and held it in 8 quarters.
tru Independence's iShares 20+ Year Treasury Bond ETF position peaked at $2.17M in Q2 2020.
697 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2022.

Based on tru Independence's 13F filing for Q2 2022, filed 4 Aug 2022.