HIS
TLT icon

Harvest Investment Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Harvest Investment Services’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
Q4 		– Sell
-1,280
Closed -$209K – 242
2020
Q3 		$209K Buy
+1,280
New +$212K 0.12% 204
2019
Q2 		– Sell
-3,365
Closed -$418K – 175
2019
Q1 		$418K Sell
3,365
-7,343
-69% -$893K 0.24% 84
2018
Q4 		$1.29M Buy
+10,708
New +$1.24M 1.19% 26

Other funds holding TLT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Harvest Investment Services's TLT Position: Q4 2020 in Review

Harvest Investment Services sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2020, closing a stake of 1,280 shares — an estimated $209K sold.

Harvest Investment Services first reported a position in TLT in Q4 2018 and held it in 3 quarters. The position peaked at $1.29M in Q4 2018. 637 funds tracked by Wall St. Rank hold TLT as of Q4 2020.

  • Harvest Investment Services reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Harvest Investment Services sold 1,280 iShares 20+ Year Treasury Bond ETF shares in Q4 2020, an estimated $209K.
  • Harvest Investment Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2018 and held it in 3 quarters.
  • Harvest Investment Services's iShares 20+ Year Treasury Bond ETF position peaked at $1.29M in Q4 2018.
  • 637 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2020.

Based on Harvest Investment Services's 13F filing for Q4 2020, filed 1 Feb 2021.