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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Partners Group (Kansas)'s TLT Position: Q2 2021 in Review

Financial Partners Group (Kansas) sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2021, closing a stake of 2,317 shares — an estimated $314K sold.

Financial Partners Group (Kansas) first reported a position in TLT in Q3 2019 and held it in 4 quarters. The position peaked at $2.38M in Q4 2019. 574 funds tracked by Wall St. Rank hold TLT as of Q2 2021.

Financial Partners Group (Kansas) reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
Financial Partners Group (Kansas) sold 2,317 iShares 20+ Year Treasury Bond ETF shares in Q2 2021, an estimated $314K.
Financial Partners Group (Kansas) first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2019 and held it in 4 quarters.
Financial Partners Group (Kansas)'s iShares 20+ Year Treasury Bond ETF position peaked at $2.38M in Q4 2019.
574 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2021.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2021, filed 13 Aug 2021.