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McKinley Carter Wealth Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

McKinley Carter Wealth Services’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
-1,954
Closed -$265K – 289
2021
Q1 		$265K Sell
1,954
-3,641
-65% -$528K 0.02% 254
2020
Q4 		$882K Buy
+5,595
New +$888K 0.12% 134

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

McKinley Carter Wealth Services's TLT Position: Q2 2021 in Review

McKinley Carter Wealth Services sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2021, closing a stake of 1,954 shares — an estimated $265K sold.

McKinley Carter Wealth Services first reported a position in TLT in Q4 2020 and held it in 2 quarters. The position peaked at $882K in Q4 2020. 574 funds tracked by Wall St. Rank hold TLT as of Q2 2021.

  • McKinley Carter Wealth Services reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 1,954 iShares 20+ Year Treasury Bond ETF shares in Q2 2021, an estimated $265K.
  • McKinley Carter Wealth Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and held it in 2 quarters.
  • McKinley Carter Wealth Services's iShares 20+ Year Treasury Bond ETF position peaked at $882K in Q4 2020.
  • 574 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2021.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2021, filed 12 Aug 2021.