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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Successful Portfolios's TLT Position: Q4 2021 in Review

Successful Portfolios sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2021, closing a stake of 1,389 shares — an estimated $200K sold.

Successful Portfolios first reported a position in TLT in Q4 2019 and held it in 8 quarters. The position peaked at $444K in Q1 2020. 667 funds tracked by Wall St. Rank hold TLT as of Q4 2021.

Successful Portfolios reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Successful Portfolios sold 1,389 iShares 20+ Year Treasury Bond ETF shares in Q4 2021, an estimated $200K.
Successful Portfolios first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and held it in 8 quarters.
Successful Portfolios's iShares 20+ Year Treasury Bond ETF position peaked at $444K in Q1 2020.
667 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2021.

Based on Successful Portfolios's 13F filing for Q4 2021, filed 26 Jan 2022.