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

Regent Peak 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
Q1 		– Sell
-256
Closed -$40K – 895
2020
Q4 		$40K Buy
+256
New +$40.6K 0.01% 340

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Regent Peak Wealth Advisors's TLT Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2021, closing a stake of 256 shares — an estimated $40K sold.

Regent Peak Wealth Advisors first reported a position in TLT in Q4 2020 and held it in 1 quarter. The position peaked at $40K in Q4 2020. 586 funds tracked by Wall St. Rank hold TLT as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 256 iShares 20+ Year Treasury Bond ETF shares in Q1 2021, an estimated $40K.
  • Regent Peak Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $40K in Q4 2020.
  • 586 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.