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

Wipfli 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
2022 Q3	$26K	Buy	+255	New	+$28.7K	﹤0.01%	1450

Other funds holding TLT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Wipfli Financial Advisors's TLT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2022: 255 shares worth $26K. The stake represents ﹤0.01% of the portfolio and ranks #1450 among its holdings.

733 funds tracked by Wall St. Rank hold TLT as of Q3 2022.

Wipfli Financial Advisors held 255 shares of iShares 20+ Year Treasury Bond ETF worth $26K as of Q3 2022.
iShares 20+ Year Treasury Bond ETF was a new Wipfli Financial Advisors position in Q3 2022.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1450 holding.
733 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.