COWA LLC’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

COWA LLC’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	-64	Closed	-$9K	–	307
2021 Q1	$9K	Buy	+64	New	+$9.28K	0.01%	325

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

COWA LLC's TLT Position: Q2 2021 in Review

COWA LLC sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2021, closing a stake of 64 shares — an estimated $9K sold.

COWA LLC first reported a position in TLT in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 574 funds tracked by Wall St. Rank hold TLT as of Q2 2021.

COWA LLC reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
COWA LLC sold 64 iShares 20+ Year Treasury Bond ETF shares in Q2 2021, an estimated $9K.
COWA LLC first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2021 and held it in 1 quarter.
COWA LLC's iShares 20+ Year Treasury Bond ETF position peaked at $9K in Q1 2021.
574 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2021.

Based on COWA LLC's 13F filing for Q2 2021, filed 2 Aug 2021.