Global Wealth Management Investment Advisory’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Global Wealth Management Investment Advisory’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
2020 Q3	–	Sell	-23	Closed	-$4K	–	619
2020 Q2	$4K	Sell	23 -37	-62%	-$6.09K	﹤0.01%	461
2020 Q1	$10K	Buy	60 +31	+107%	+$4.62K	0.01%	338
2019 Q4	$4K	Buy	29 +6	+26%	+$835	﹤0.01%	465
2019 Q3	$3K	Sell	23 -145	-86%	-$20.2K	﹤0.01%	474
2019 Q2	$22K	Buy	+168	New	+$21.3K	0.01%	262

Other funds holding TLT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Global Wealth Management Investment Advisory's TLT Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2020, closing a stake of 23 shares — an estimated $4K sold.

Global Wealth Management Investment Advisory first reported a position in TLT in Q2 2019 and held it in 5 quarters. The position peaked at $22K in Q2 2019. 623 funds tracked by Wall St. Rank hold TLT as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 23 iShares 20+ Year Treasury Bond ETF shares in Q3 2020, an estimated $4K.
Global Wealth Management Investment Advisory first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2019 and held it in 5 quarters.
Global Wealth Management Investment Advisory's iShares 20+ Year Treasury Bond ETF position peaked at $22K in Q2 2019.
623 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.