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

Independence 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 		$9K Buy
54
+5
+10% +$829 ﹤0.01% 154
2020
Q2 		$8K Buy
49
+1
+2% +$165 ﹤0.01% 148
2020
Q1 		$8K Sell
48
-104
-68% -$15.5K ﹤0.01% 132
2019
Q4 		$21K Buy
+152
New +$21.2K 0.01% 135

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

Independence Advisors's TLT Position: Q3 2020 in Review

Independence Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 10% in Q3 2020, buying an estimated $829 and bringing the position to 54 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #154.

Independence Advisors first reported a position in TLT in Q4 2019 and has held it in 4 quarters since. The position peaked at $21K in Q4 2019. 623 funds tracked by Wall St. Rank hold TLT as of Q3 2020.

  • Independence Advisors held 54 shares of iShares 20+ Year Treasury Bond ETF worth $9K as of Q3 2020.
  • Independence Advisors bought 5 iShares 20+ Year Treasury Bond ETF shares in Q3 2020, an estimated $829.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Independence Advisors's portfolio in Q3 2020, its #154 holding.
  • Independence Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • Independence Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $21K in Q4 2019.
  • 623 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.