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Beacon Capital Management Inc (Ohio)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Beacon Capital Management Inc (Ohio)’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
-99
Closed -$16K – 96
2020
Q3 		$16K Buy
+99
New +$16.4K ﹤0.01% 49
2016
Q1 		– Sell
-2
Closed – – 329
2015
Q4 		$0 Sell
2
-4
-67% -$487 ﹤0.01% 371
2015
Q3 		$1K Buy
+6
New +$728 ﹤0.01% 225

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s TLT Position: Q4 2020 in Review

Beacon Capital Management Inc (Ohio) sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2020, closing a stake of 99 shares — an estimated $16K sold.

Beacon Capital Management Inc (Ohio) first reported a position in TLT in Q3 2015 and held it in 3 quarters. The position peaked at $16K in Q3 2020. 637 funds tracked by Wall St. Rank hold TLT as of Q4 2020.

  • Beacon Capital Management Inc (Ohio) reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 99 iShares 20+ Year Treasury Bond ETF shares in Q4 2020, an estimated $16K.
  • Beacon Capital Management Inc (Ohio) first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2015 and held it in 3 quarters.
  • Beacon Capital Management Inc (Ohio)'s iShares 20+ Year Treasury Bond ETF position peaked at $16K in Q3 2020.
  • 637 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2020.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q4 2020, filed 27 Jan 2021.