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

V 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 Q3	–	Sell	-1,200	Closed	-$124K	–	339
2023 Q2	$124K	Buy	+1,200	New	+$124K	0.02%	378
2022 Q4	–	Sell	-200	Closed	-$1K	–	404
2022 Q3	$1K	Hold	200	–	–	﹤0.01%	374
2022 Q2	$1K	Buy	+200	New	+$23.6K	﹤0.01%	404
2021 Q4	–	Sell	-4,100	Closed	-$592K	–	558
2021 Q3	$592K	Buy	+4,100	New	+$609K	0.09%	232

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

V Wealth Advisors's TLT Position: Q3 2023 in Review

V Wealth Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2023, closing a stake of 5,233 shares — an estimated $539K sold.

V Wealth Advisors first reported a position in TLT in Q2 2016 and held it in 25 quarters. The position peaked at $1.78M in Q2 2017. 925 funds tracked by Wall St. Rank hold TLT as of Q3 2023.

V Wealth Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 5,233 iShares 20+ Year Treasury Bond ETF shares in Q3 2023, an estimated $539K.
V Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2016 and held it in 25 quarters.
V Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $1.78M in Q2 2017.
925 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.