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Lineweaver Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Lineweaver Wealth 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
2020
Q2 		– Sell
-9,421
Closed -$1.56M – 85
2020
Q1 		$1.56M Sell
9,421
-5,359
-36% -$799K 0.98% 25
2019
Q4 		$2M Buy
+14,780
New +$2.06M 1.13% 21

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Lineweaver Wealth Advisors's TLT Position: Q2 2020 in Review

Lineweaver Wealth Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2020, closing a stake of 9,421 shares — an estimated $1.56M sold.

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

  • Lineweaver Wealth Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 9,421 iShares 20+ Year Treasury Bond ETF shares in Q2 2020, an estimated $1.56M.
  • Lineweaver Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and held it in 2 quarters.
  • Lineweaver Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $2M in Q4 2019.
  • 588 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2020.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.