Claraphi Advisory Network’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Claraphi Advisory Network’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	-8,771	Closed	-$1.38M	–	337
2020 Q4	$1.38M	Buy	+8,771	New	+$1.39M	0.38%	48
2020 Q3	–	Sell	-5,093	Closed	-$835K	–	305
2020 Q2	$835K	Buy	5,093 +66	+1%	+$10.9K	0.36%	54
2020 Q1	$829K	Buy	+5,027	New	+$749K	0.39%	43
2019 Q4	–	Sell	-1,386	Closed	-$198K	–	382
2019 Q3	$198K	Sell	1,386 -6,912	-83%	-$961K	0.12%	198
2019 Q2	$1.1M	Buy	8,298 +5,592	+207%	+$710K	0.65%	30
2019 Q1	$342K	Buy	+2,706	New	+$329K	0.21%	130

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

Claraphi Advisory Network's TLT Position: Q1 2021 in Review

Claraphi Advisory Network sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2021, closing a stake of 8,771 shares — an estimated $1.38M sold.

Claraphi Advisory Network first reported a position in TLT in Q1 2019 and held it in 6 quarters. The position peaked at $1.38M in Q4 2020. 586 funds tracked by Wall St. Rank hold TLT as of Q1 2021.

Claraphi Advisory Network reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Claraphi Advisory Network sold 8,771 iShares 20+ Year Treasury Bond ETF shares in Q1 2021, an estimated $1.38M.
Claraphi Advisory Network first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2019 and held it in 6 quarters.
Claraphi Advisory Network's iShares 20+ Year Treasury Bond ETF position peaked at $1.38M in Q4 2020.
586 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2021.

Based on Claraphi Advisory Network's 13F filing for Q1 2021, filed 30 Apr 2021.