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Lighthouse Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Lighthouse Financial Advisors’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 		$220K Sell
1,627
-31
-2% -$4.49K 0.07% 99
2020
Q4 		$261K Sell
1,658
-22
-1% -$3.49K 0.09% 95
2020
Q3 		$274K Buy
1,680
+152
+10% +$25.2K 0.1% 86
2020
Q2 		$250K Buy
+1,528
New +$252K 0.11% 88

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lighthouse Financial Advisors's TLT Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.9% in Q1 2021, selling an estimated $4.49K and leaving 1,627 shares worth $220K. The position accounts for 0.07% of the portfolio, ranked #99.

Lighthouse Financial Advisors first reported a position in TLT in Q2 2020 and has held it in 4 quarters since. The position peaked at $274K in Q3 2020. 586 funds tracked by Wall St. Rank hold TLT as of Q1 2021.

  • Lighthouse Financial Advisors held 1,627 shares of iShares 20+ Year Treasury Bond ETF worth $220K as of Q1 2021.
  • Lighthouse Financial Advisors sold 31 iShares 20+ Year Treasury Bond ETF shares in Q1 2021, an estimated $4.49K.
  • iShares 20+ Year Treasury Bond ETF made up 0.07% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #99 holding.
  • Lighthouse Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2020 and has held it in 4 quarters since.
  • Lighthouse Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $274K in Q3 2020.
  • 586 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.