Bedel Financial Consulting’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bedel Financial Consulting’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	-131	Closed	-$21K	–	970
2020 Q4	$21K	Buy	131 +30	+30%	+$4.76K	0.01%	446
2020 Q3	$16K	Buy	+101	New	+$16.8K	0.01%	454
2020 Q1	–	Sell	-100	Closed	-$14K	–	909
2019 Q4	$14K	Buy	+100	New	+$13.9K	0.01%	453
2018 Q3	–	Sell	-16	Closed	-$2K	–	715
2018 Q2	$2K	Buy	+16	New	+$1.91K	﹤0.01%	631

Other funds holding TLT

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

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

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

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

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

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 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

Bedel Financial Consulting's TLT Position: Q1 2021 in Review

Bedel Financial Consulting sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2021, closing a stake of 131 shares — an estimated $21K sold.

Bedel Financial Consulting first reported a position in TLT in Q2 2018 and held it in 4 quarters. The position peaked at $21K in Q4 2020. 586 funds tracked by Wall St. Rank hold TLT as of Q1 2021.

Bedel Financial Consulting reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Bedel Financial Consulting sold 131 iShares 20+ Year Treasury Bond ETF shares in Q1 2021, an estimated $21K.
Bedel Financial Consulting first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2018 and held it in 4 quarters.
Bedel Financial Consulting's iShares 20+ Year Treasury Bond ETF position peaked at $21K in Q4 2020.
586 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2021.

Based on Bedel Financial Consulting's 13F filing for Q1 2021, filed 26 Apr 2021.