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Wall Capital Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Wall Capital Group’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
Q1 		– Sell
-1,122
Closed -$166K – 28
2021
Q4 		$166K Buy
+1,122
New +$165K 0.06% 26
2021
Q2 		– Sell
-1,108
Closed -$150K – 27
2021
Q1 		$150K Buy
+1,108
New +$161K 0.05% 25
2018
Q1 		– Sell
-1,089
Closed -$138K – 50
2017
Q4 		$138K Hold
1,089
– – 0.09% 32
2017
Q3 		$136K Hold
1,089
– – 0.09% 33
2017
Q2 		$136K Buy
+1,089
New +$135K 0.09% 31

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wall Capital Group's TLT Position: Q1 2022 in Review

Wall Capital Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2022, closing a stake of 1,122 shares — an estimated $166K sold.

Wall Capital Group first reported a position in TLT in Q2 2017 and held it in 5 quarters. The position peaked at $166K in Q4 2021. 660 funds tracked by Wall St. Rank hold TLT as of Q1 2022.

  • Wall Capital Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Wall Capital Group sold 1,122 iShares 20+ Year Treasury Bond ETF shares in Q1 2022, an estimated $166K.
  • Wall Capital Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2017 and held it in 5 quarters.
  • Wall Capital Group's iShares 20+ Year Treasury Bond ETF position peaked at $166K in Q4 2021.
  • 660 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2022.

Based on Wall Capital Group's 13F filing for Q1 2022, filed 28 Apr 2022.