Sowa Financial Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Sowa Financial Group’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	-2,414	Closed	-$327K	–	74
2021 Q1	$327K	Sell	2,414 -7,384	-75%	-$1.07M	0.23%	52
2020 Q4	$1.55M	Sell	9,798 -16,556	-63%	-$2.63M	1.04%	19
2020 Q3	$4.3M	Sell	26,354 -4,409	-14%	-$731K	3.08%	9
2020 Q2	$5.04M	Buy	30,763 +163	+0.5%	+$26.8K	3.81%	7
2020 Q1	$5.05M	Buy	30,600 +30,520	+38,150%	+$4.55M	4.44%	6
2019 Q4	$11K	Buy	+80	New	+$11.1K	0.01%	219

Other funds holding TLT

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

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

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Sowa Financial Group's TLT Position: Q2 2021 in Review

Sowa Financial Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2021, closing a stake of 2,414 shares — an estimated $327K sold.

Sowa Financial Group first reported a position in TLT in Q4 2019 and held it in 6 quarters. The position peaked at $5.05M in Q1 2020. 574 funds tracked by Wall St. Rank hold TLT as of Q2 2021.

Sowa Financial Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
Sowa Financial Group sold 2,414 iShares 20+ Year Treasury Bond ETF shares in Q2 2021, an estimated $327K.
Sowa Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and held it in 6 quarters.
Sowa Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $5.05M in Q1 2020.
574 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2021.

Based on Sowa Financial Group's 13F filing for Q2 2021, filed 6 Jul 2021.