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HC Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

HC Financial Advisors’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
-38
Closed -$6K – 399
2020
Q2 		$6K Hold
38
– – ﹤0.01% 287
2020
Q1 		$6K Buy
+38
New +$5.66K 0.01% 286

Other funds holding TLT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HC Financial Advisors's TLT Position: Q3 2020 in Review

HC Financial Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2020, closing a stake of 38 shares — an estimated $6K sold.

HC Financial Advisors first reported a position in TLT in Q1 2020 and held it in 2 quarters. The position peaked at $6K in Q2 2020. 623 funds tracked by Wall St. Rank hold TLT as of Q3 2020.

  • HC Financial Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • HC Financial Advisors sold 38 iShares 20+ Year Treasury Bond ETF shares in Q3 2020, an estimated $6K.
  • HC Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and held it in 2 quarters.
  • HC Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $6K in Q2 2020.
  • 623 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2020.

Based on HC Financial Advisors's 13F filing for Q3 2020, filed 30 Oct 2020.