Asset Planning Services (Pennsylvania)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019 Q4	–	Sell	-86	Closed	-$12K	–	236
2019 Q3	$12K	Buy	86 +1	+1%	+$139	0.01%	197
2019 Q2	$11K	Buy	85 +3	+4%	+$381	﹤0.01%	198
2019 Q1	$10K	Hold	82	–	–	﹤0.01%	200
2018 Q4	$10K	Buy	82 +1	+1%	+$116	0.01%	200
2018 Q3	$9K	Buy	81 +77	+1,925%	+$9.24K	﹤0.01%	209
2018 Q2	$1K	Buy	4 +1	+33%	+$120	﹤0.01%	262
2018 Q1	$0	Hold	3	–	–	﹤0.01%	289
2017 Q4	$0	Sell	3 -2	-40%	-$251	﹤0.01%	306
2017 Q3	$1K	Buy	5 +3	+150%	+$377	﹤0.01%	291
2017 Q2	$0	Buy	+2	New	+$247	﹤0.01%	313

Other funds holding TLT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s TLT Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2019, closing a stake of 86 shares — an estimated $12K sold.

Asset Planning Services (Pennsylvania) first reported a position in TLT in Q2 2017 and held it in 10 quarters. The position peaked at $12K in Q3 2019. 571 funds tracked by Wall St. Rank hold TLT as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 86 iShares 20+ Year Treasury Bond ETF shares in Q4 2019, an estimated $12K.
Asset Planning Services (Pennsylvania) first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2017 and held it in 10 quarters.
Asset Planning Services (Pennsylvania)'s iShares 20+ Year Treasury Bond ETF position peaked at $12K in Q3 2019.
571 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.