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

Wealth Quarterback’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 Q1	–	Sell	-31,308	Closed	-$3.12M	–	126
2022 Q4	$3.12M	Buy	+31,308	New	+$3.15M	2.58%	12
2021 Q3	$5.46M	Buy	37,611 +7,737	+26%	+$1.15M	3.63%	5
2021 Q2	$4.31M	Buy	+29,874	New	+$4.17M	2.62%	8
2020 Q4	–	Sell	-1,580	Closed	-$259K	–	126
2020 Q3	$259K	Hold	1,580	–	–	0.24%	93
2020 Q2	$259K	Sell	1,580 -16,767	-91%	-$2.76M	0.24%	93
2020 Q1	$3.06M	Sell	18,347 -15,651	-46%	-$2.33M	2.81%	3
2019 Q4	$1.22M	Buy	+33,998	New	+$4.73M	1.06%	22

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

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

Wealth Quarterback's TLT Position: Q1 2023 in Review

Wealth Quarterback sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2023, closing a stake of 31,308 shares — an estimated $3.12M sold.

Wealth Quarterback first reported a position in TLT in Q4 2019 and held it in 7 quarters. The position peaked at $5.46M in Q3 2021. 807 funds tracked by Wall St. Rank hold TLT as of Q1 2023.

Wealth Quarterback reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Wealth Quarterback sold 31,308 iShares 20+ Year Treasury Bond ETF shares in Q1 2023, an estimated $3.12M.
Wealth Quarterback first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and held it in 7 quarters.
Wealth Quarterback's iShares 20+ Year Treasury Bond ETF position peaked at $5.46M in Q3 2021.
807 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2023.

Based on Wealth Quarterback's 13F filing for Q1 2023, filed 12 May 2023.