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Financial Partners Group (Kansas)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Financial Partners Group (Kansas)’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
-2,317
Closed -$314K – 155
2021
Q1 		$314K Buy
2,317
+663
+40% +$96.1K 0.09% 109
2020
Q4 		$250K Buy
+1,654
New +$263K 0.07% 112
2020
Q1 		– Sell
-16,641
Closed -$2.38M – 84
2019
Q4 		$2.38M Buy
16,641
+1,660
+11% +$231K 0.93% 25
2019
Q3 		$2.14M Buy
+14,981
New +$2.08M 0.95% 24

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return