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Northeast Financial Consultants’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Northeast Financial Consultants’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
2022
Q1 		– Sell
-1,473
Closed -$218K – 404
2021
Q4 		$218K Hold
1,473
– – 0.01% 329
2021
Q3 		$213K Sell
1,473
-324
-18% -$48.1K 0.01% 327
2021
Q2 		$259K Hold
1,797
– – 0.02% 303
2021
Q1 		$243K Sell
1,797
-50
-3% -$7.25K 0.02% 301
2020
Q4 		$291K Sell
1,847
-3,069
-62% -$487K 0.02% 261
2020
Q3 		$803K Buy
4,916
+3,495
+246% +$580K 0.07% 140
2020
Q2 		$233K Buy
+1,421
New +$234K 0.02% 248
2016
Q4 		– Sell
-2,606
Closed -$358K – 155
2016
Q3 		$358K Buy
+2,606
New +$362K 0.15% 107

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return