Hayden Royal’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Hayden Royal’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	-1,841	Closed	-$249K	–	223
2021 Q1	$249K	Buy	+1,841	New	+$267K	0.14%	159
2020 Q4	–	Sell	-26,845	Closed	-$4.38M	–	558
2020 Q3	$4.38M	Buy	26,845 +7,826	+41%	+$1.3M	2.33%	6
2020 Q2	$3.03M	Sell	19,019 -6,814	-26%	-$1.12M	1.71%	9
2020 Q1	$4.26M	Buy	25,833 +1,485	+6%	+$221K	2.51%	5
2019 Q4	$3.54M	Buy	24,348 +12,605	+107%	+$1.75M	1.79%	9
2019 Q3	$1.68M	Buy	11,743 +3,904	+50%	+$543K	1.48%	11
2019 Q2	$1.02M	Buy	7,839 +167	+2%	+$21.2K	1.09%	23
2019 Q1	$970K	Buy	7,672 +64	+0.8%	+$7.78K	1.26%	23
2018 Q4	$924K	Buy	+7,608	New	+$881K	0.47%	51

Other funds holding TLT

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Hayden Royal's TLT Position: Q2 2021 in Review

Hayden Royal sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2021, closing a stake of 1,841 shares — an estimated $249K sold.

Hayden Royal first reported a position in TLT in Q4 2018 and held it in 9 quarters. The position peaked at $4.38M in Q3 2020. 574 funds tracked by Wall St. Rank hold TLT as of Q2 2021.

Hayden Royal reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
Hayden Royal sold 1,841 iShares 20+ Year Treasury Bond ETF shares in Q2 2021, an estimated $249K.
Hayden Royal first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2018 and held it in 9 quarters.
Hayden Royal's iShares 20+ Year Treasury Bond ETF position peaked at $4.38M in Q3 2020.
574 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2021.

Based on Hayden Royal's 13F filing for Q2 2021, filed 11 Aug 2021.