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LifePlan Financial Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

LifePlan Financial Group’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
Q3 		$1.48M Buy
9,036
+274
+3% +$45.4K 0.64% 43
2020
Q2 		$1.44M Sell
8,762
-2,611
-23% -$430K 0.65% 44
2020
Q1 		$1.88M Sell
11,373
-1,574
-12% -$235K 1.02% 30
2019
Q4 		$1.75M Buy
12,947
+2,798
+28% +$389K 0.78% 37
2019
Q3 		$1.45M Buy
10,149
+7,504
+284% +$1.04M 0.68% 40
2019
Q2 		$351K Buy
2,645
+1,018
+63% +$129K 0.17% 93
2019
Q1 		$206K Sell
1,627
-68
-4% -$8.27K 0.11% 123
2018
Q4 		$206K Sell
1,695
-357
-17% -$41.3K 0.13% 119
2018
Q3 		$241K Sell
2,052
-191
-9% -$22.9K 0.13% 111
2018
Q2 		$273K Sell
2,243
-228
-9% -$27.3K 0.15% 103
2018
Q1 		$301K Sell
2,471
-190
-7% -$23K 0.18% 93
2017
Q4 		$332K Hold
2,661
– – 0.21% 84
2017
Q3 		$332K Buy
2,661
+365
+16% +$45.9K 0.21% 84
2017
Q2 		$287K Sell
2,296
-1,101
-32% -$136K 0.2% 87
2017
Q1 		$410K Sell
3,397
-2,924
-46% -$351K 0.28% 69
2016
Q4 		$753K Sell
6,321
-15,409
-71% -$1.93M 0.53% 58
2016
Q3 		$2.99M Sell
21,730
-18,213
-46% -$2.53M 2.05% 18
2016
Q2 		$5.55M Buy
39,943
+1,702
+4% +$224K 3.81% 3
2016
Q1 		$5M Buy
38,241
+36,440
+2,023% +$4.67M 3.55% 6
2015
Q4 		$217K Sell
1,801
-65
-3% -$7.92K 0.15% 84
2015
Q3 		$231K Sell
1,866
-7,260
-80% -$881K 0.17% 82
2015
Q2 		$1.07M Sell
9,126
-35,997
-80% -$4.42M 0.72% 41
2015
Q1 		$5.9M Sell
45,123
-660
-1% -$86.1K 3.92% 8
2014
Q4 		$5.76M Buy
+45,783
New +$5.55M 3.82% 7
2014
Q2 		– Sell
-356
Closed -$39K – 203
2014
Q1 		$39K Hold
356
– – 0.03% 124
2013
Q4 		$36K Sell
356
-35
-9% -$3.67K 0.02% 117
2013
Q3 		$42K Sell
391
-28
-7% -$2.97K 0.03% 109
2013
Q2 		$46K Buy
+419
New +$49.2K 0.05% 77

Other funds holding TLT

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LifePlan Financial Group's TLT Position: Q3 2020 in Review

LifePlan Financial Group increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3.1% in Q3 2020, buying an estimated $45.4K and bringing the position to 9,036 shares worth $1.48M. The position accounts for 0.64% of the portfolio, ranked #43.

LifePlan Financial Group first reported a position in TLT in Q2 2013 and has held it in 28 quarters since. The position peaked at $5.9M in Q1 2015. 623 funds tracked by Wall St. Rank hold TLT as of Q3 2020.

  • LifePlan Financial Group held 9,036 shares of iShares 20+ Year Treasury Bond ETF worth $1.48M as of Q3 2020.
  • LifePlan Financial Group bought 274 iShares 20+ Year Treasury Bond ETF shares in Q3 2020, an estimated $45.4K.
  • iShares 20+ Year Treasury Bond ETF made up 0.64% of LifePlan Financial Group's portfolio in Q3 2020, its #43 holding.
  • LifePlan Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and has held it in 28 quarters since.
  • LifePlan Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $5.9M in Q1 2015.
  • 623 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.