Webster Bank’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Webster Bank’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	Closed	-$3K	–	576
2022 Q4	$3K	Hold	31	–	–	﹤0.01%	515
2022 Q3	$3K	Hold	31	–	–	﹤0.01%	515
2022 Q2	$4K	Hold	31	–	–	﹤0.01%	502
2022 Q1	$4K	Hold	31	–	–	﹤0.01%	513
2021 Q4	$5K	Hold	31	–	–	﹤0.01%	513
2021 Q3	$4K	Hold	31	–	–	﹤0.01%	507
2021 Q2	$4K	Hold	31	–	–	﹤0.01%	496
2021 Q1	$4K	Buy	+31	New	+$4.49K	﹤0.01%	511

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

Webster Bank's TLT Position: Q1 2023 in Review

Webster Bank sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2023, closing a stake of 31 shares — an estimated $3K sold.

Webster Bank first reported a position in TLT in Q1 2021 and held it in 8 quarters. The position peaked at $5K in Q4 2021. 807 funds tracked by Wall St. Rank hold TLT as of Q1 2023.

Webster Bank reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Webster Bank sold 31 iShares 20+ Year Treasury Bond ETF shares in Q1 2023, an estimated $3K.
Webster Bank first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2021 and held it in 8 quarters.
Webster Bank's iShares 20+ Year Treasury Bond ETF position peaked at $5K in Q4 2021.
807 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2023.

Based on Webster Bank's 13F filing for Q1 2023, filed 13 Apr 2023.