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

Rowland Carmichael 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
2020 Q4	$6K	Hold	36	–	–	﹤0.01%	361
2020 Q3	$6K	Hold	36	–	–	﹤0.01%	335
2020 Q2	$6K	Hold	36	–	–	﹤0.01%	331
2020 Q1	$6K	Buy	+36	New	+$5.37K	﹤0.01%	309
2017 Q4	–	Sell	-16	Closed	-$2K	–	330
2017 Q3	$2K	Hold	16	–	–	﹤0.01%	291
2017 Q2	$2K	Hold	16	–	–	﹤0.01%	287
2017 Q1	$2K	Sell	16 -266	-94%	-$31.9K	﹤0.01%	281
2016 Q4	$34K	Hold	282	–	–	0.02%	271
2016 Q3	$39K	Sell	282 -9	-3%	-$1.25K	0.02%	257
2016 Q2	$40K	Hold	291	–	–	0.03%	265
2016 Q1	$38K	Buy	+291	New	+$37.3K	0.04%	177

Other funds holding TLT

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

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

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

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

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

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

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

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

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

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

Rowland Carmichael Advisors's TLT Position: Q4 2020 in Review

Rowland Carmichael Advisors held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q4 2020 at 36 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Rowland Carmichael Advisors first reported a position in TLT in Q1 2016 and has held it in 11 quarters since. The position peaked at $40K in Q2 2016. 637 funds tracked by Wall St. Rank hold TLT as of Q4 2020.

Rowland Carmichael Advisors held 36 shares of iShares 20+ Year Treasury Bond ETF worth $6K as of Q4 2020.
Rowland Carmichael Advisors left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q4 2020.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #361 holding.
Rowland Carmichael Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2016 and has held it in 11 quarters since.
Rowland Carmichael Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $40K in Q2 2016.
637 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.