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 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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

NSLI

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

Outlook Wealth Advisors's TLT Position: Q4 2021 in Review

Outlook Wealth Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2021, closing a stake of 2,835 shares — an estimated $409K sold.

Outlook Wealth Advisors first reported a position in TLT in Q1 2020 and held it in 7 quarters. The position peaked at $1.33M in Q3 2020. 667 funds tracked by Wall St. Rank hold TLT as of Q4 2021.

Outlook Wealth Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Outlook Wealth Advisors sold 2,835 iShares 20+ Year Treasury Bond ETF shares in Q4 2021, an estimated $409K.
Outlook Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and held it in 7 quarters.
Outlook Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $1.33M in Q3 2020.
667 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2021.

Based on Outlook Wealth Advisors's 13F filing for Q4 2021, filed 21 Jan 2022.