Bernardo Wealth Planning’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bernardo Wealth Planning’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 Q2	–	Sell	-5,067	Closed	-$686K	–	83
2021 Q1	$686K	Buy	5,067 +229	+5%	+$33.2K	0.44%	36
2020 Q4	$763K	Buy	+4,838	New	+$768K	0.29%	69
2020 Q2	–	Sell	-6,854	Closed	-$1.13M	–	149
2020 Q1	$1.13M	Sell	6,854 -971	-12%	-$145K	0.79%	35
2019 Q4	$1.06M	Buy	+7,825	New	+$1.09M	0.64%	38

Other funds holding TLT

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

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

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

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

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

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Bernardo Wealth Planning's TLT Position: Q2 2021 in Review

Bernardo Wealth Planning sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2021, closing a stake of 5,067 shares — an estimated $686K sold.

Bernardo Wealth Planning first reported a position in TLT in Q4 2019 and held it in 4 quarters. The position peaked at $1.13M in Q1 2020. 574 funds tracked by Wall St. Rank hold TLT as of Q2 2021.

Bernardo Wealth Planning reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
Bernardo Wealth Planning sold 5,067 iShares 20+ Year Treasury Bond ETF shares in Q2 2021, an estimated $686K.
Bernardo Wealth Planning first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and held it in 4 quarters.
Bernardo Wealth Planning's iShares 20+ Year Treasury Bond ETF position peaked at $1.13M in Q1 2020.
574 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2021.

Based on Bernardo Wealth Planning's 13F filing for Q2 2021, filed 30 Jul 2021.