Capital Advisory Group Advisory Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Capital Advisory Group Advisory Services’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	-2	Closed	–	–	561
2020 Q3	$0	Buy	+2	New	+$332	﹤0.01%	524
2020 Q1	–	Sell	-70	Closed	-$9K	–	479
2019 Q4	$9K	Hold	70	–	–	﹤0.01%	162
2019 Q3	$10K	Buy	+70	New	+$9.73K	0.01%	284

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

Capital Advisory Group Advisory Services's TLT Position: Q4 2020 in Review

Capital Advisory Group Advisory Services sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2020, closing a stake of 2 shares.

Capital Advisory Group Advisory Services first reported a position in TLT in Q3 2019 and held it in 3 quarters. The position peaked at $10K in Q3 2019. 637 funds tracked by Wall St. Rank hold TLT as of Q4 2020.

Capital Advisory Group Advisory Services reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 2 iShares 20+ Year Treasury Bond ETF shares in Q4 2020.
Capital Advisory Group Advisory Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2019 and held it in 3 quarters.
Capital Advisory Group Advisory Services's iShares 20+ Year Treasury Bond ETF position peaked at $10K in Q3 2019.
637 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2020, filed 18 Feb 2021.