AWM
TLT icon

Accel Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Accel Wealth 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
Q1 		– Sell
-40
Closed -$6K – 900
2020
Q4 		$6K Buy
+40
New +$6.35K 0.01% 692

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Accel Wealth Management's TLT Position: Q1 2021 in Review

Accel Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2021, closing a stake of 40 shares — an estimated $6K sold.

Accel Wealth Management first reported a position in TLT in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 586 funds tracked by Wall St. Rank hold TLT as of Q1 2021.

  • Accel Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Accel Wealth Management sold 40 iShares 20+ Year Treasury Bond ETF shares in Q1 2021, an estimated $6K.
  • Accel Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and held it in 1 quarter.
  • Accel Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $6K in Q4 2020.
  • 586 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2021.

Based on Accel Wealth Management's 13F filing for Q1 2021, filed 10 May 2021.