Litman Gregory Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Litman Gregory 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
2021 Q2	–	Sell	-9	Closed	-$1K	–	177
2021 Q1	$1K	Hold	9	–	–	﹤0.01%	188
2020 Q4	$1K	Hold	9	–	–	﹤0.01%	189
2020 Q3	$1K	Hold	9	–	–	﹤0.01%	204
2020 Q2	$1K	Hold	9	–	–	﹤0.01%	170
2020 Q1	$1K	Hold	9	–	–	﹤0.01%	162
2019 Q4	$1K	Hold	9	–	–	﹤0.01%	204
2019 Q3	$1K	Hold	9	–	–	﹤0.01%	214
2019 Q2	$1K	Buy	+9	New	+$1.14K	﹤0.01%	234
2018 Q1	–	Sell	-464	Closed	-$59K	–	172
2017 Q4	$59K	Hold	464	–	–	0.02%	48
2017 Q3	$58K	Hold	464	–	–	0.03%	48
2017 Q2	$58K	Sell	464 -80	-15%	-$9.88K	0.03%	34
2017 Q1	$66K	Hold	544	–	–	0.04%	36
2016 Q4	$65K	Hold	544	–	–	0.04%	32
2016 Q3	$75K	Hold	544	–	–	0.05%	26
2016 Q2	$76K	Hold	544	–	–	0.06%	25
2016 Q1	$71K	Buy	+544	New	+$69.7K	0.06%	28

Other funds holding TLT

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Litman Gregory Wealth Management's TLT Position: Q2 2021 in Review

Litman Gregory Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2021, closing a stake of 9 shares — an estimated $1K sold.

Litman Gregory Wealth Management first reported a position in TLT in Q1 2016 and held it in 16 quarters. The position peaked at $76K in Q2 2016. 574 funds tracked by Wall St. Rank hold TLT as of Q2 2021.

Litman Gregory Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
Litman Gregory Wealth Management sold 9 iShares 20+ Year Treasury Bond ETF shares in Q2 2021, an estimated $1K.
Litman Gregory Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2016 and held it in 16 quarters.
Litman Gregory Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $76K in Q2 2016.
574 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.