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

Destination 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
2021 Q3	–	Sell	-1,718	Closed	-$248K	–	181
2021 Q2	$248K	Hold	1,718	–	–	0.01%	170
2021 Q1	$233K	Sell	1,718 -303	-15%	-$43.9K	0.01%	169
2020 Q4	$319K	Buy	+2,021	New	+$321K	0.01%	140
2019 Q3	–	Sell	-69	Closed	-$9K	–	466
2019 Q2	$9K	Sell	69 -47	-41%	-$5.97K	﹤0.01%	444
2019 Q1	$15K	Buy	116 +56	+93%	+$6.81K	﹤0.01%	416
2018 Q4	$7K	Sell	60 -164	-73%	-$19K	﹤0.01%	433
2018 Q3	$26K	Buy	224 +202	+918%	+$24.2K	﹤0.01%	373
2018 Q2	$3K	Sell	22 -24	-52%	-$2.87K	﹤0.01%	463
2018 Q1	$6K	Buy	+46	New	+$5.56K	﹤0.01%	435
2016 Q4	–	Sell	-1,489	Closed	-$205K	–	180
2016 Q3	$205K	Sell	1,489 -780	-34%	-$108K	0.02%	155
2016 Q2	$315K	Buy	+2,269	New	+$299K	0.03%	118

Other funds holding TLT

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

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

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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

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

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

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

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

Destination Wealth Management's TLT Position: Q3 2021 in Review

Destination Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2021, closing a stake of 1,718 shares — an estimated $248K sold.

Destination Wealth Management first reported a position in TLT in Q2 2016 and held it in 11 quarters. The position peaked at $319K in Q4 2020. 603 funds tracked by Wall St. Rank hold TLT as of Q3 2021.

Destination Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
Destination Wealth Management sold 1,718 iShares 20+ Year Treasury Bond ETF shares in Q3 2021, an estimated $248K.
Destination Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2016 and held it in 11 quarters.
Destination Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $319K in Q4 2020.
603 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2021.

Based on Destination Wealth Management's 13F filing for Q3 2021, filed 25 Oct 2021.