SFP
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Sterling Financial Planning’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-22
Closed -$3K – 363
2021
Q3 		$3K Hold
22
– – ﹤0.01% 396
2021
Q2 		$3K Hold
22
– – ﹤0.01% 374
2021
Q1 		$3K Buy
+22
New +$3.19K ﹤0.01% 351

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Sterling Financial Planning's TLT Position: Q4 2021 in Review

Sterling Financial Planning sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2021, closing a stake of 22 shares — an estimated $3K sold.

Sterling Financial Planning first reported a position in TLT in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q3 2021. 667 funds tracked by Wall St. Rank hold TLT as of Q4 2021.

  • Sterling Financial Planning reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 22 iShares 20+ Year Treasury Bond ETF shares in Q4 2021, an estimated $3K.
  • Sterling Financial Planning first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2021 and held it in 3 quarters.
  • Sterling Financial Planning's iShares 20+ Year Treasury Bond ETF position peaked at $3K in Q3 2021.
  • 667 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.