MPS Loria Financial Planners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

MPS Loria Financial Planners’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	-154	Closed	-$20K	–	515
2021 Q1	$20K	Sell	154 -1	-0.6%	-$145	0.01%	242
2020 Q4	$24K	Hold	155	–	–	0.01%	220
2020 Q3	$25K	Hold	155	–	–	0.01%	184
2020 Q2	$25K	Buy	+155	New	+$25.5K	0.01%	183
2017 Q3	–	Sell	-346	Closed	-$43K	–	303
2017 Q2	$43K	Buy	+346	New	+$42.8K	0.03%	161

Other funds holding TLT

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

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

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

MPS Loria Financial Planners's TLT Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2021, closing a stake of 154 shares — an estimated $20K sold.

MPS Loria Financial Planners first reported a position in TLT in Q2 2017 and held it in 5 quarters. The position peaked at $43K in Q2 2017. 574 funds tracked by Wall St. Rank hold TLT as of Q2 2021.

MPS Loria Financial Planners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 154 iShares 20+ Year Treasury Bond ETF shares in Q2 2021, an estimated $20K.
MPS Loria Financial Planners first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's iShares 20+ Year Treasury Bond ETF position peaked at $43K in Q2 2017.
574 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.