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

Rational 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 Q1	–	Sell	-1,502	Closed	-$237K	–	235
2020 Q4	$237K	Buy	+1,502	New	+$238K	0.06%	146
2020 Q2	–	Sell	-5,610	Closed	-$925K	–	538
2020 Q1	$925K	Buy	+5,610	New	+$836K	0.68%	41
2019 Q3	–	Sell	-1,307	Closed	-$174K	–	597
2019 Q2	$174K	Sell	1,307 -26,889	-95%	-$3.41M	0.06%	243
2019 Q1	$3.56M	Buy	28,196 +27,135	+2,557%	+$3.3M	0.96%	20
2018 Q4	$129K	Buy	+1,061	New	+$123K	0.04%	223

Other funds holding TLT

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

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

Rational Advisors's TLT Position: Q1 2021 in Review

Rational Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2021, closing a stake of 1,502 shares — an estimated $237K sold.

Rational Advisors first reported a position in TLT in Q4 2018 and held it in 5 quarters. The position peaked at $3.56M in Q1 2019. 586 funds tracked by Wall St. Rank hold TLT as of Q1 2021.

Rational Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Rational Advisors sold 1,502 iShares 20+ Year Treasury Bond ETF shares in Q1 2021, an estimated $237K.
Rational Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2018 and held it in 5 quarters.
Rational Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $3.56M in Q1 2019.
586 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2021.

Based on Rational Advisors's 13F filing for Q1 2021, filed 10 May 2021.