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Abacus Planning Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Abacus Planning Group’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
2018
Q2 		– Sell
-1,974
Closed -$241K – 150
2018
Q1 		$241K Buy
+1,974
New +$238K 0.2% 111

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Abacus Planning Group's TLT Position: Q2 2018 in Review

Abacus Planning Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2018, closing a stake of 1,974 shares — an estimated $241K sold.

Abacus Planning Group first reported a position in TLT in Q1 2018 and held it in 1 quarter. The position peaked at $241K in Q1 2018. 353 funds tracked by Wall St. Rank hold TLT as of Q2 2018.

  • Abacus Planning Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Abacus Planning Group sold 1,974 iShares 20+ Year Treasury Bond ETF shares in Q2 2018, an estimated $241K.
  • Abacus Planning Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2018 and held it in 1 quarter.
  • Abacus Planning Group's iShares 20+ Year Treasury Bond ETF position peaked at $241K in Q1 2018.
  • 353 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2018.

Based on Abacus Planning Group's 13F filing for Q2 2018, filed 27 Jul 2018.