VeraBank’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

VeraBank’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 Q3	–	Sell	-2,358	Closed	-$387K	–	109
2020 Q2	$387K	Buy	+2,358	New	+$388K	0.32%	74

Other funds holding TLT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VeraBank's TLT Position: Q3 2020 in Review

VeraBank sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2020, closing a stake of 2,358 shares — an estimated $387K sold.

VeraBank first reported a position in TLT in Q2 2020 and held it in 1 quarter. The position peaked at $387K in Q2 2020. 623 funds tracked by Wall St. Rank hold TLT as of Q3 2020.

VeraBank reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
VeraBank sold 2,358 iShares 20+ Year Treasury Bond ETF shares in Q3 2020, an estimated $387K.
VeraBank first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2020 and held it in 1 quarter.
VeraBank's iShares 20+ Year Treasury Bond ETF position peaked at $387K in Q2 2020.
623 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2020.

Based on VeraBank's 13F filing for Q3 2020, filed 16 Oct 2020.