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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 22.9% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Northeast Financial Consultants's TLT Position: Q1 2022 in Review

Northeast Financial Consultants sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2022, closing a stake of 1,473 shares — an estimated $218K sold.

Northeast Financial Consultants first reported a position in TLT in Q3 2016 and held it in 8 quarters. The position peaked at $803K in Q3 2020. 659 funds tracked by Wall St. Rank hold TLT as of Q1 2022.

Northeast Financial Consultants reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Northeast Financial Consultants sold 1,473 iShares 20+ Year Treasury Bond ETF shares in Q1 2022, an estimated $218K.
Northeast Financial Consultants first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2016 and held it in 8 quarters.
Northeast Financial Consultants's iShares 20+ Year Treasury Bond ETF position peaked at $803K in Q3 2020.
659 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2022.

Based on Northeast Financial Consultants's 13F filing for Q1 2022, filed 12 May 2022.