22CM
TLT icon

20/20 Capital Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

20/20 Capital Management’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
2021
Q2 		$285K Hold
1,975
– – 0.07% 137
2021
Q1 		$268K Buy
1,975
+210
+12% +$30.4K 0.08% 137
2020
Q4 		$267K Buy
1,765
+175
+11% +$27.8K 0.08% 144
2020
Q3 		$260K Buy
+1,590
New +$264K 0.1% 127

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

20/20 Capital Management's TLT Position: Q2 2021 in Review

20/20 Capital Management held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2021 at 1,975 shares worth $285K. The position accounts for 0.07% of the portfolio, ranked #137.

20/20 Capital Management first reported a position in TLT in Q3 2020 and has held it in 4 quarters since. 574 funds tracked by Wall St. Rank hold TLT as of Q2 2021.

  • 20/20 Capital Management held 1,975 shares of iShares 20+ Year Treasury Bond ETF worth $285K as of Q2 2021.
  • 20/20 Capital Management left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2021.
  • iShares 20+ Year Treasury Bond ETF made up 0.07% of 20/20 Capital Management's portfolio in Q2 2021, its #137 holding.
  • 20/20 Capital Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2020 and has held it in 4 quarters since.
  • 574 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.