Enterprise Financial Services Corp (EFSC)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Enterprise Financial Services Corp (EFSC)’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	-1,258	Closed	-$182K	–	1135
2021 Q2	$182K	Sell	1,258 -199	-14%	-$27.8K	0.03%	225
2021 Q1	$197K	Buy	1,457 +7	+0.5%	+$1.01K	0.04%	223
2020 Q4	$229K	Buy	1,450 +54	+4%	+$8.57K	0.04%	200
2020 Q3	$228K	Buy	1,396 +641	+85%	+$106K	0.05%	196
2020 Q2	$124K	Buy	+755	New	+$124K	0.03%	250

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

Enterprise Financial Services Corp (EFSC)'s TLT Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2021, closing a stake of 1,258 shares — an estimated $182K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in TLT in Q2 2020 and held it in 5 quarters. The position peaked at $229K in Q4 2020. 603 funds tracked by Wall St. Rank hold TLT as of Q3 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 1,258 iShares 20+ Year Treasury Bond ETF shares in Q3 2021, an estimated $182K.
Enterprise Financial Services Corp (EFSC) first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2020 and held it in 5 quarters.
Enterprise Financial Services Corp (EFSC)'s iShares 20+ Year Treasury Bond ETF position peaked at $229K in Q4 2020.
603 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.