Aviance Capital Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Aviance Capital Partners’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 Q4	–	Sell	-1,931	Closed	-$315K	–	263
2020 Q3	$315K	Buy	+1,931	New	+$320K	0.07%	201
2020 Q2	–	Sell	-2,070	Closed	-$341K	–	242
2020 Q1	$341K	Buy	2,070 +493	+31%	+$73.5K	0.11%	170
2019 Q4	$214K	Sell	1,577 -9,751	-86%	-$1.36M	0.05%	212
2019 Q3	$1.62M	Buy	11,328 +692	+7%	+$96.2K	0.48%	59
2019 Q2	$1.41M	Buy	10,636 +7,077	+199%	+$899K	0.39%	76
2019 Q1	$450K	Buy	+3,559	New	+$433K	0.13%	162

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Aviance Capital Partners's TLT Position: Q4 2020 in Review

Aviance Capital Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2020, closing a stake of 1,931 shares — an estimated $315K sold.

Aviance Capital Partners first reported a position in TLT in Q1 2019 and held it in 6 quarters. The position peaked at $1.62M in Q3 2019. 637 funds tracked by Wall St. Rank hold TLT as of Q4 2020.

Aviance Capital Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
Aviance Capital Partners sold 1,931 iShares 20+ Year Treasury Bond ETF shares in Q4 2020, an estimated $315K.
Aviance Capital Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2019 and held it in 6 quarters.
Aviance Capital Partners's iShares 20+ Year Treasury Bond ETF position peaked at $1.62M in Q3 2019.
637 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2020.

Based on Aviance Capital Partners's 13F filing for Q4 2020, filed 12 Feb 2021.