RMR Wealth Builders’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

RMR Wealth Builders’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	–	Sell	-554	Closed	-$75K	–	656
2021 Q1	$75K	Sell	554 -500	-47%	-$72.5K	0.02%	308
2020 Q4	$166K	Sell	1,054 -2,305	-69%	-$366K	0.08%	168
2020 Q3	$548K	Buy	3,359 +3,357	+167,850%	+$557K	0.14%	111
2020 Q2	$0	Buy	+2	New	+$329	﹤0.01%	445

Other funds holding TLT

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

RMR Wealth Builders's TLT Position: Q2 2021 in Review

RMR Wealth Builders sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2021, closing a stake of 554 shares — an estimated $75K sold.

RMR Wealth Builders first reported a position in TLT in Q2 2020 and held it in 4 quarters. The position peaked at $548K in Q3 2020. 574 funds tracked by Wall St. Rank hold TLT as of Q2 2021.

RMR Wealth Builders reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 554 iShares 20+ Year Treasury Bond ETF shares in Q2 2021, an estimated $75K.
RMR Wealth Builders first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2020 and held it in 4 quarters.
RMR Wealth Builders's iShares 20+ Year Treasury Bond ETF position peaked at $548K in Q3 2020.
574 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.