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Vista Finance’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Vista Finance’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
-24,551
Closed -$3.24M – 57
2022
Q1 		$3.24M Sell
24,551
-1,220
-5% -$168K 4.81% 7
2021
Q4 		$3.82M Buy
+25,771
New +$3.8M 3.94% 5

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 $4.92B 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 $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vista Finance's TLT Position: Q2 2022 in Review

Vista Finance sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2022, closing a stake of 24,551 shares — an estimated $3.24M sold.

Vista Finance first reported a position in TLT in Q4 2021 and held it in 2 quarters. The position peaked at $3.82M in Q4 2021. 698 funds tracked by Wall St. Rank hold TLT as of Q2 2022.

  • Vista Finance reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Vista Finance sold 24,551 iShares 20+ Year Treasury Bond ETF shares in Q2 2022, an estimated $3.24M.
  • Vista Finance first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and held it in 2 quarters.
  • Vista Finance's iShares 20+ Year Treasury Bond ETF position peaked at $3.82M in Q4 2021.
  • 698 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2022.

Based on Vista Finance's 13F filing for Q2 2022, filed 5 Aug 2022.