ZIG
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Zullo Investment Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Zullo Investment 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
2023
Q1 		– Sell
-29
Closed -$2.89K – 659
2022
Q4 		$2.89K Hold
29
– – ﹤0.01% 653
2022
Q3 		$3K Hold
29
– – ﹤0.01% 673
2022
Q2 		$3K Sell
29
-28
-49% -$3.3K ﹤0.01% 699
2022
Q1 		$8K Hold
57
– – ﹤0.01% 578
2021
Q4 		$8K Buy
+57
New +$8.4K ﹤0.01% 582

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

Zullo Investment Group's TLT Position: Q1 2023 in Review

Zullo Investment Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2023, closing a stake of 29 shares — an estimated $2.89K sold.

Zullo Investment Group first reported a position in TLT in Q4 2021 and held it in 5 quarters. The position peaked at $8K in Q1 2022. 807 funds tracked by Wall St. Rank hold TLT as of Q1 2023.

  • Zullo Investment Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 29 iShares 20+ Year Treasury Bond ETF shares in Q1 2023, an estimated $2.89K.
  • Zullo Investment Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's iShares 20+ Year Treasury Bond ETF position peaked at $8K in Q1 2022.
  • 807 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.