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Campbell Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Campbell Wealth Management’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
Q3 		– Sell
-121
Closed -$20K – 309
2020
Q2 		$20K Buy
+121
New +$19.9K ﹤0.01% 211

Other funds holding TLT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Campbell Wealth Management's TLT Position: Q3 2020 in Review

Campbell Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2020, closing a stake of 121 shares — an estimated $20K sold.

Campbell Wealth Management first reported a position in TLT in Q2 2020 and held it in 1 quarter. The position peaked at $20K in Q2 2020. 623 funds tracked by Wall St. Rank hold TLT as of Q3 2020.

  • Campbell Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 121 iShares 20+ Year Treasury Bond ETF shares in Q3 2020, an estimated $20K.
  • Campbell Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $20K in Q2 2020.
  • 623 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.