Houlihan Financial Resource Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Houlihan Financial Resource Group’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	$60K	Buy	+385	New	+$63.9K	0.03%	158

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

Houlihan Financial Resource Group's TLT Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2020: 385 shares worth $60K. The stake represents 0.03% of the portfolio and ranks #158 among its holdings.

623 funds tracked by Wall St. Rank hold TLT as of Q3 2020.

Houlihan Financial Resource Group held 385 shares of iShares 20+ Year Treasury Bond ETF worth $60K as of Q3 2020.
iShares 20+ Year Treasury Bond ETF was a new Houlihan Financial Resource Group position in Q3 2020.
iShares 20+ Year Treasury Bond ETF made up 0.03% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #158 holding.
623 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.