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

True Link 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 Q4	–	Sell	-5,313	Closed	-$471K	–	103
2023 Q3	$471K	Buy	5,313 +106	+2%	+$10.2K	0.06%	74
2023 Q2	$536K	Hold	5,207	–	–	0.06%	75
2023 Q1	$554K	Hold	5,207	–	–	0.07%	77
2022 Q4	$518K	Hold	5,207	–	–	0.07%	74
2022 Q3	$533K	Hold	5,207	–	–	0.08%	82
2022 Q2	$598K	Sell	5,207 -67	-1%	-$7.89K	0.09%	79
2022 Q1	$697K	Sell	5,274 -950	-15%	-$131K	0.1%	77
2021 Q4	$922K	Hold	6,224	–	–	0.12%	80
2021 Q3	$898K	Hold	6,224	–	–	0.12%	75
2021 Q2	$898K	Sell	6,224 -185	-3%	-$25.8K	0.13%	64
2021 Q1	$868K	Buy	6,409 +252	+4%	+$36.5K	0.13%	73
2020 Q4	$971K	Buy	+6,157	New	+$978K	0.15%	65

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

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

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

True Link Financial Advisors's TLT Position: Q4 2023 in Review

True Link Financial Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2023, closing a stake of 5,313 shares — an estimated $471K sold.

True Link Financial Advisors first reported a position in TLT in Q4 2020 and held it in 12 quarters. The position peaked at $971K in Q4 2020. 1,106 funds tracked by Wall St. Rank hold TLT as of Q4 2023.

True Link Financial Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
True Link Financial Advisors sold 5,313 iShares 20+ Year Treasury Bond ETF shares in Q4 2023, an estimated $471K.
True Link Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and held it in 12 quarters.
True Link Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $971K in Q4 2020.
1,106 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2023.

Based on True Link Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.