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Interchange Capital Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Interchange Capital Partners’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
Q1 		– Sell
-1,404
Closed -$221K – 1013
2020
Q4 		$221K Buy
+1,404
New +$223K 0.12% 194

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Interchange Capital Partners's TLT Position: Q1 2021 in Review

Interchange Capital Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2021, closing a stake of 1,404 shares — an estimated $221K sold.

Interchange Capital Partners first reported a position in TLT in Q4 2020 and held it in 1 quarter. The position peaked at $221K in Q4 2020. 586 funds tracked by Wall St. Rank hold TLT as of Q1 2021.

  • Interchange Capital Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 1,404 iShares 20+ Year Treasury Bond ETF shares in Q1 2021, an estimated $221K.
  • Interchange Capital Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's iShares 20+ Year Treasury Bond ETF position peaked at $221K in Q4 2020.
  • 586 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.