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Outlook Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Outlook Wealth Advisors’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
Q4 		– Sell
-2,835
Closed -$409K – 227
2021
Q3 		$409K Sell
2,835
-111
-4% -$16.5K 0.13% 158
2021
Q2 		$425K Sell
2,946
-407
-12% -$56.8K 0.14% 162
2021
Q1 		$454K Sell
3,353
-4,371
-57% -$634K 0.16% 147
2020
Q4 		$1.22M Sell
7,724
-440
-5% -$69.9K 0.44% 60
2020
Q3 		$1.33M Buy
8,164
+2,324
+40% +$385K 0.53% 51
2020
Q2 		$957K Buy
5,840
+610
+12% +$100K 0.41% 62
2020
Q1 		$863K Buy
+5,230
New +$780K 0.49% 51

Other funds holding TLT

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
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return