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Leicht Financial Planning & Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Leicht Financial Planning & Wealth Management’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
Q2 		– Sell
-1,924
Closed -$317K – 55
2020
Q1 		$317K Sell
1,924
-8,697
-82% -$1.3M 0.31% 43
2019
Q4 		$1.44M Buy
+10,621
New +$1.48M 1.31% 24

Other funds holding TLT

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's TLT Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2020, closing a stake of 1,924 shares — an estimated $317K sold.

Leicht Financial Planning & Wealth Management first reported a position in TLT in Q4 2019 and held it in 2 quarters. The position peaked at $1.44M in Q4 2019. 588 funds tracked by Wall St. Rank hold TLT as of Q2 2020.

  • Leicht Financial Planning & Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 1,924 iShares 20+ Year Treasury Bond ETF shares in Q2 2020, an estimated $317K.
  • Leicht Financial Planning & Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and held it in 2 quarters.
  • Leicht Financial Planning & Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $1.44M in Q4 2019.
  • 588 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.