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Schoolcraft Capital’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Schoolcraft Capital’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
Q2 		– Sell
-10,258
Closed -$1.69M – 55
2020
Q1 		$1.69M Sell
10,258
-9,456
-48% -$1.41M 1.03% 20
2019
Q4 		$2.67M Buy
19,714
+173
+0.9% +$24.1K 1.36% 16
2019
Q3 		$2.8M Buy
19,541
+1,980
+11% +$275K 1.6% 14
2019
Q2 		$2.33M Buy
17,561
+3,946
+29% +$501K 1.39% 14
2019
Q1 		$1.72M Buy
+13,615
New +$1.66M 1.11% 19

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Schoolcraft Capital's TLT Position: Q2 2020 in Review

Schoolcraft Capital sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2020, closing a stake of 10,258 shares — an estimated $1.69M sold.

Schoolcraft Capital first reported a position in TLT in Q1 2019 and held it in 5 quarters. The position peaked at $2.8M in Q3 2019. 588 funds tracked by Wall St. Rank hold TLT as of Q2 2020.

  • Schoolcraft Capital reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Schoolcraft Capital sold 10,258 iShares 20+ Year Treasury Bond ETF shares in Q2 2020, an estimated $1.69M.
  • Schoolcraft Capital first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2019 and held it in 5 quarters.
  • Schoolcraft Capital's iShares 20+ Year Treasury Bond ETF position peaked at $2.8M in Q3 2019.
  • 588 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2020.

Based on Schoolcraft Capital's 13F filing for Q2 2020, filed 18 Oct 2023.