Proffitt & Goodson’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Proffitt & Goodson’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
2020 Q3	–	Sell	-29	Closed	-$5K	–	295
2020 Q2	$5K	Sell	29 -13	-31%	-$2.14K	﹤0.01%	229
2020 Q1	$7K	Sell	42 -6	-13%	-$894	﹤0.01%	165
2019 Q4	$7K	Sell	48 -16	-25%	-$2.23K	﹤0.01%	172
2019 Q3	$9K	Sell	64 -9	-12%	-$1.25K	﹤0.01%	158
2019 Q2	$10K	Sell	73 -2	-3%	-$254	﹤0.01%	149
2019 Q1	$9K	Buy	+75	New	+$9.12K	﹤0.01%	150
2018 Q4	–	Sell	-10	Closed	-$1K	–	194
2018 Q3	$1K	Buy	+10	New	+$1.2K	﹤0.01%	163

Other funds holding TLT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Proffitt & Goodson's TLT Position: Q3 2020 in Review

Proffitt & Goodson sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2020, closing a stake of 29 shares — an estimated $5K sold.

Proffitt & Goodson first reported a position in TLT in Q3 2018 and held it in 7 quarters. The position peaked at $10K in Q2 2019. 623 funds tracked by Wall St. Rank hold TLT as of Q3 2020.

Proffitt & Goodson reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
Proffitt & Goodson sold 29 iShares 20+ Year Treasury Bond ETF shares in Q3 2020, an estimated $5K.
Proffitt & Goodson first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2018 and held it in 7 quarters.
Proffitt & Goodson's iShares 20+ Year Treasury Bond ETF position peaked at $10K in Q2 2019.
623 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2020.

Based on Proffitt & Goodson's 13F filing for Q3 2020, filed 28 Oct 2020.