Vontobel Swiss Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Vontobel Swiss Wealth Advisors’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	$1.07M	Buy	7,415 +915	+14%	+$128K	0.55%	32
2021 Q1	$880K	Sell	6,500 -1,070	-14%	-$155K	0.49%	34
2020 Q4	$1.19M	Sell	7,570 -400	-5%	-$63.5K	0.68%	31
2020 Q3	$1.3M	Sell	7,970 -400	-5%	-$66.3K	0.91%	27
2020 Q2	$1.37M	Sell	8,370 -600	-7%	-$98.8K	0.9%	31
2020 Q1	$1.48M	Sell	8,970 -14,220	-61%	-$2.12M	1.13%	30
2019 Q4	$3.14M	Sell	23,190 -4,125	-15%	-$574K	2.05%	19
2019 Q3	$3.91M	Sell	27,315 -4,350	-14%	-$605K	2.52%	6
2019 Q2	$4.21M	Buy	+31,665	New	+$4.02M	2.25%	7

Other funds holding TLT

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Vontobel Swiss Wealth Advisors's TLT Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 14% in Q2 2021, buying an estimated $128K and bringing the position to 7,415 shares worth $1.07M. The position accounts for 0.55% of the portfolio, ranked #32.

Vontobel Swiss Wealth Advisors first reported a position in TLT in Q2 2019 and has held it in 9 quarters since. The position peaked at $4.21M in Q2 2019. 574 funds tracked by Wall St. Rank hold TLT as of Q2 2021.

Vontobel Swiss Wealth Advisors held 7,415 shares of iShares 20+ Year Treasury Bond ETF worth $1.07M as of Q2 2021.
Vontobel Swiss Wealth Advisors bought 915 iShares 20+ Year Treasury Bond ETF shares in Q2 2021, an estimated $128K.
iShares 20+ Year Treasury Bond ETF made up 0.55% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #32 holding.
Vontobel Swiss Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2019 and has held it in 9 quarters since.
Vontobel Swiss Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $4.21M in Q2 2019.
574 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.