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Twelve Points Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Twelve Points Wealth Management’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
-1,590
Closed -$210K – 176
2022
Q1 		$210K Sell
1,590
-201
-11% -$27.7K 0.16% 168
2021
Q4 		$265K Buy
+1,791
New +$264K 0.21% 137

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TD Asset Management
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Twelve Points Wealth Management's TLT Position: Q2 2022 in Review

Twelve Points Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2022, closing a stake of 1,590 shares — an estimated $210K sold.

Twelve Points Wealth Management first reported a position in TLT in Q4 2021 and held it in 2 quarters. The position peaked at $265K in Q4 2021. 697 funds tracked by Wall St. Rank hold TLT as of Q2 2022.

  • Twelve Points Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Twelve Points Wealth Management sold 1,590 iShares 20+ Year Treasury Bond ETF shares in Q2 2022, an estimated $210K.
  • Twelve Points Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and held it in 2 quarters.
  • Twelve Points Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $265K in Q4 2021.
  • 697 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2022.

Based on Twelve Points Wealth Management's 13F filing for Q2 2022, filed 18 Jul 2022.