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West Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

West Financial 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
Q1 		– Sell
-4
Closed -$398 – 172
2022
Q4 		$398 Buy
+4
New +$403 ﹤0.01% 158

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

West Financial Advisors's TLT Position: Q1 2023 in Review

West Financial Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2023, closing a stake of 4 shares — an estimated $398 sold.

West Financial Advisors first reported a position in TLT in Q4 2022 and held it in 1 quarter. The position peaked at $398 in Q4 2022. 807 funds tracked by Wall St. Rank hold TLT as of Q1 2023.

  • West Financial Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • West Financial Advisors sold 4 iShares 20+ Year Treasury Bond ETF shares in Q1 2023, an estimated $398.
  • West Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and held it in 1 quarter.
  • West Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $398 in Q4 2022.
  • 807 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2023.

Based on West Financial Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.