Legacy Wealth Partners (California)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Legacy Wealth Partners (California)’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 Q2	$1.48M	Buy	+10,264	New	+$1.43M	0.82%	27
2020 Q4	–	Sell	-12,090	Closed	-$1.97M	–	102
2020 Q3	$1.97M	Sell	12,090 -4,164	-26%	-$691K	1.4%	16
2020 Q2	$2.66M	Sell	16,254 -28,424	-64%	-$4.68M	2.01%	13
2020 Q1	$7.37M	Buy	44,678 +15,350	+52%	+$2.29M	6.86%	2
2019 Q4	$4.17M	Buy	+29,328	New	+$4.08M	3.03%	11

Other funds holding TLT

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Wealth Partners (California)'s TLT Position: Q2 2021 in Review

Legacy Wealth Partners (California) opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2021: 10,264 shares worth $1.48M. The stake represents 0.82% of the portfolio and ranks #27 among its holdings. This is a return to the name: Legacy Wealth Partners (California) previously reported a position in TLT as recently as Q3 2020.

Legacy Wealth Partners (California) first reported a position in TLT in Q4 2019 and has held it in 5 quarters since. The position peaked at $7.37M in Q1 2020. 574 funds tracked by Wall St. Rank hold TLT as of Q2 2021.

Legacy Wealth Partners (California) held 10,264 shares of iShares 20+ Year Treasury Bond ETF worth $1.48M as of Q2 2021.
iShares 20+ Year Treasury Bond ETF was a new Legacy Wealth Partners (California) position in Q2 2021.
iShares 20+ Year Treasury Bond ETF made up 0.82% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #27 holding.
Legacy Wealth Partners (California) first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 5 quarters since.
Legacy Wealth Partners (California)'s iShares 20+ Year Treasury Bond ETF position peaked at $7.37M in Q1 2020.
574 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.