Laffer Tengler Investments’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Laffer Tengler Investments’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	-4,253	Closed	-$670K	–	347
2020 Q4	$670K	Buy	4,253 +4,214	+10,805%	+$669K	0.28%	93
2020 Q3	$6.37K	Hold	39	–	–	﹤0.01%	256
2020 Q2	$6.39K	Buy	+39	New	+$6.42K	﹤0.01%	246
2016 Q4	–	Sell	-270	Closed	-$37.1K	–	282
2016 Q3	$37.1K	Hold	270	–	–	0.01%	207
2016 Q2	$37.5K	Buy	270 +64	+31%	+$8.44K	0.01%	204
2016 Q1	$26.9K	Buy	+206	New	+$26.4K	0.01%	212
2015 Q4	–	Hold	0	–	–	–	209
2015 Q3	–	Sell	-206	Closed	-$25K	–	215
2015 Q2	$24.2K	Buy	206 +76	+58%	+$9.33K	0.01%	215
2015 Q1	$17K	Buy	+130	New	+$17K	﹤0.01%	201
2014 Q4	–	Sell	-235	Closed	-$28.5K	–	199
2014 Q3	$27.3K	Hold	235	–	–	﹤0.01%	200
2014 Q2	$26.7K	Hold	235	–	–	﹤0.01%	200
2014 Q1	$25.6K	Hold	235	–	–	﹤0.01%	212
2013 Q4	$23.9K	Buy	+235	New	+$24.6K	﹤0.01%	213
2013 Q3	–	Sell	-235	Closed	-$24.9K	–	193
2013 Q2	$26K	Buy	+235	New	+$27.6K	0.01%	173

Other funds holding TLT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Laffer Tengler Investments's TLT Position: Q1 2021 in Review

Laffer Tengler Investments sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2021, closing a stake of 4,253 shares — an estimated $670K sold.

Laffer Tengler Investments first reported a position in TLT in Q2 2013 and held it in 13 quarters. The position peaked at $670K in Q4 2020. 586 funds tracked by Wall St. Rank hold TLT as of Q1 2021.

Laffer Tengler Investments reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Laffer Tengler Investments sold 4,253 iShares 20+ Year Treasury Bond ETF shares in Q1 2021, an estimated $670K.
Laffer Tengler Investments first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and held it in 13 quarters.
Laffer Tengler Investments's iShares 20+ Year Treasury Bond ETF position peaked at $670K in Q4 2020.
586 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2021.

Based on Laffer Tengler Investments's 13F filing for Q1 2021, filed 17 May 2021.