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Kore Private Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Kore Private Wealth’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
Q4 		– Sell
-2,000
Closed -$327K – 350
2020
Q3 		$327K Buy
+2,000
New +$332K 0.06% 186
2020
Q2 		– Sell
-44,679
Closed -$7.37M – 1266
2020
Q1 		$7.37M Buy
+44,679
New +$6.66M 1.76% 11

Other funds holding TLT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Kore Private Wealth's TLT Position: Q4 2020 in Review

Kore Private Wealth sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2020, closing a stake of 2,000 shares — an estimated $327K sold.

Kore Private Wealth first reported a position in TLT in Q1 2020 and held it in 2 quarters. The position peaked at $7.37M in Q1 2020. 637 funds tracked by Wall St. Rank hold TLT as of Q4 2020.

  • Kore Private Wealth reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Kore Private Wealth sold 2,000 iShares 20+ Year Treasury Bond ETF shares in Q4 2020, an estimated $327K.
  • Kore Private Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and held it in 2 quarters.
  • Kore Private Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $7.37M in Q1 2020.
  • 637 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2020.

Based on Kore Private Wealth's 13F filing for Q4 2020, filed 16 Feb 2021.