SP
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Successful Portfolios’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Successful Portfolios’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
-1,389
Closed -$200K – 218
2021
Q3 		$200K Hold
1,389
– – 0.12% 196
2021
Q2 		$201K Sell
1,389
-188
-12% -$26.2K 0.12% 197
2021
Q1 		$214K Sell
1,577
-1,083
-41% -$157K 0.14% 179
2020
Q4 		$420K Buy
2,660
+468
+21% +$74.3K 0.3% 92
2020
Q3 		$358K Buy
2,192
+42
+2% +$6.97K 0.29% 94
2020
Q2 		$352K Sell
2,150
-539
-20% -$88.7K 0.31% 91
2020
Q1 		$444K Buy
2,689
+921
+52% +$137K 0.45% 69
2019
Q4 		$240K Buy
+1,768
New +$246K 0.21% 126

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 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 $761B AUM 31.28% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return