Little House Capital’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Little House Capital’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	–	Sell	-15,445	Closed	-$2.44M	–	158
2020 Q4	$2.44M	Buy	+15,445	New	+$2.45M	1.8%	13
2020 Q1	–	Sell	-8,463	Closed	-$1.15M	–	105
2019 Q4	$1.15M	Buy	8,463 +643	+8%	+$89.5K	0.99%	41
2019 Q3	$1.12M	Buy	7,820 +9	+0.1%	+$1.25K	0.85%	45
2019 Q2	$1.02K	Buy	7,811 +80	+1%	+$10.2K	0.68%	54
2019 Q1	$977K	Buy	7,731 +207	+3%	+$25.2K	0.73%	54
2018 Q4	$914K	Buy	+7,524	New	+$871K	0.88%	43

Other funds holding TLT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Little House Capital's TLT Position: Q1 2021 in Review

Little House Capital sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2021, closing a stake of 15,445 shares — an estimated $2.44M sold.

Little House Capital first reported a position in TLT in Q4 2018 and held it in 6 quarters. The position peaked at $2.44M in Q4 2020. 586 funds tracked by Wall St. Rank hold TLT as of Q1 2021.

Little House Capital reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Little House Capital sold 15,445 iShares 20+ Year Treasury Bond ETF shares in Q1 2021, an estimated $2.44M.
Little House Capital first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2018 and held it in 6 quarters.
Little House Capital's iShares 20+ Year Treasury Bond ETF position peaked at $2.44M in Q4 2020.
586 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2021.

Based on Little House Capital's 13F filing for Q1 2021, filed 17 May 2021.