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Strategic Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Strategic Wealth Management’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
-28,149
Closed -$3.81M – 74
2021
Q1 		$3.81M Sell
28,149
-1,500
-5% -$217K 2.29% 14
2020
Q4 		$4.68M Hold
29,649
– – 2.87% 10
2020
Q3 		$4.84M Sell
29,649
-351
-1% -$58.2K 3.61% 7
2020
Q2 		$4.92M Buy
+30,000
New +$4.94M 4.55% 6

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Strategic Wealth Management's TLT Position: Q2 2021 in Review

Strategic Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2021, closing a stake of 28,149 shares — an estimated $3.81M sold.

Strategic Wealth Management first reported a position in TLT in Q2 2020 and held it in 4 quarters. The position peaked at $4.92M in Q2 2020. 574 funds tracked by Wall St. Rank hold TLT as of Q2 2021.

  • Strategic Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Strategic Wealth Management sold 28,149 iShares 20+ Year Treasury Bond ETF shares in Q2 2021, an estimated $3.81M.
  • Strategic Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2020 and held it in 4 quarters.
  • Strategic Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $4.92M in Q2 2020.
  • 574 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2021.

Based on Strategic Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.