1SB
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1ST Source Bank’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

1ST Source 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
2020
Q3 		– Sell
-2,022
Closed -$331K – 229
2020
Q2 		$331K Hold
2,022
– – 0.03% 183
2020
Q1 		$334K Sell
2,022
-989
-33% -$147K 0.03% 169
2019
Q4 		$408K Buy
+3,011
New +$419K 0.03% 171

Other funds holding TLT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

1ST Source Bank's TLT Position: Q3 2020 in Review

1ST Source Bank sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2020, closing a stake of 2,022 shares — an estimated $331K sold.

1ST Source Bank first reported a position in TLT in Q4 2019 and held it in 3 quarters. The position peaked at $408K in Q4 2019. 623 funds tracked by Wall St. Rank hold TLT as of Q3 2020.

  • 1ST Source Bank reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • 1ST Source Bank sold 2,022 iShares 20+ Year Treasury Bond ETF shares in Q3 2020, an estimated $331K.
  • 1ST Source Bank first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and held it in 3 quarters.
  • 1ST Source Bank's iShares 20+ Year Treasury Bond ETF position peaked at $408K in Q4 2019.
  • 623 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2020.

Based on 1ST Source Bank's 13F filing for Q3 2020, filed 30 Oct 2020.