Steph & Co’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Steph & Co’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	-150	Closed	-$25K	–	265
2020 Q1	$25K	Buy	+150	New	+$22.4K	0.03%	161

Other funds holding TLT

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

BlackRock New York $5.72T AUM 30.48% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Steph & Co's TLT Position: Q2 2020 in Review

Steph & Co sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2020, closing a stake of 150 shares — an estimated $25K sold.

Steph & Co first reported a position in TLT in Q1 2020 and held it in 1 quarter. The position peaked at $25K in Q1 2020. 588 funds tracked by Wall St. Rank hold TLT as of Q2 2020.

Steph & Co reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
Steph & Co sold 150 iShares 20+ Year Treasury Bond ETF shares in Q2 2020, an estimated $25K.
Steph & Co first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and held it in 1 quarter.
Steph & Co's iShares 20+ Year Treasury Bond ETF position peaked at $25K in Q1 2020.
588 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2020.

Based on Steph & Co's 13F filing for Q2 2020, filed 15 Jul 2020.