Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
AGA
Accuvest Global Advisors’s
iShares 20+ Year Treasury Bond ETF
TLT
Stock Holding History
Accuvest Global Advisors’s Portfolio
TLT Stock Details
TLT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q1
–
Sell
-8,975
Closed
-$1.14M
–
110
2017
Q4
$1.14M
Sell
8,975
-1,479
-14%
-$186K
0.83%
26
2017
Q3
$1.3M
Sell
10,454
-34,064
-77%
-$4.28M
1.11%
27
2017
Q2
$5.57M
Buy
+44,518
New
+$5.5M
1.85%
18
2016
Q4
–
Sell
-62,130
Closed
-$8.54M
–
73
2016
Q3
$8.54M
Buy
62,130
+33,610
+118%
+$4.66M
2.38%
8
2016
Q2
$3.96M
Sell
28,520
-15,650
-35%
-$2.06M
2.42%
11
2016
Q1
$5.77M
Buy
44,170
+17,955
+68%
+$2.3M
2.8%
8
2015
Q4
$3.16M
Buy
+26,215
New
+$3.19M
1.37%
19
2015
Q2
–
Sell
-56,610
Closed
-$7.4M
–
87
2015
Q1
$7.4M
Buy
+56,610
New
+$7.39M
2.86%
12
2014
Q3
–
Sell
-17,840
Closed
-$2.02M
–
85
2014
Q2
$2.02M
Buy
+17,840
New
+$1.99M
0.62%
31
2013
Q4
–
Sell
-27,000
Closed
-$2.87M
–
81
2013
Q3
$2.87M
Sell
27,000
-88,950
-77%
-$9.42M
0.73%
24
2013
Q2
$12.8M
Buy
+115,950
New
+$13.6M
2.82%
12
Other funds holding TLT
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BA
Bridgewater Associates
Westport, Connecticut
$22.4B AUM
34.48%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
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
QI
QS Investors
New York
$8.47B AUM
30.71%
1-Year Est. Return
WIM
Windhaven Investment Management
Boston, Massachusetts
$7.79B AUM
7.81%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close