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

Stearns Financial Services 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
2020
Q3 		$5K Hold
29
– – ﹤0.01% 203
2020
Q2 		$5K Hold
29
– – ﹤0.01% 187
2020
Q1 		$5K Buy
29
+22
+314% +$3.28K ﹤0.01% 194
2019
Q4 		$1K Buy
+7
New +$974 ﹤0.01% 187
2019
Q3 		– Sell
-98
Closed -$13K – 187
2019
Q2 		$13K Buy
+98
New +$12.4K ﹤0.01% 163

Other funds holding TLT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stearns Financial Services Group's TLT Position: Q3 2020 in Review

Stearns Financial Services Group held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q3 2020 at 29 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

Stearns Financial Services Group first reported a position in TLT in Q2 2019 and has held it in 5 quarters since. The position peaked at $13K in Q2 2019. 622 funds tracked by Wall St. Rank hold TLT as of Q3 2020.

  • Stearns Financial Services Group held 29 shares of iShares 20+ Year Treasury Bond ETF worth $5K as of Q3 2020.
  • Stearns Financial Services Group left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q3 2020.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Stearns Financial Services Group's portfolio in Q3 2020, its #203 holding.
  • Stearns Financial Services Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2019 and has held it in 5 quarters since.
  • Stearns Financial Services Group's iShares 20+ Year Treasury Bond ETF position peaked at $13K in Q2 2019.
  • 622 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.