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

Pinnacle 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 Q2	$102K	Buy	+710	New	+$99.1K	﹤0.01%	368

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

Pinnacle Wealth Advisors's TLT Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2021: 710 shares worth $102K. The stake represents ﹤0.01% of the portfolio and ranks #368 among its holdings.

574 funds tracked by Wall St. Rank hold TLT as of Q2 2021.

Pinnacle Wealth Advisors held 710 shares of iShares 20+ Year Treasury Bond ETF worth $102K as of Q2 2021.
iShares 20+ Year Treasury Bond ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #368 holding.
574 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.