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

AdvicePeriod’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 Q3	–	Sell	-3,018	Closed	-$367K	–	82
2018 Q2	$367K	Sell	3,018 -751	-20%	-$89.8K	0.06%	58
2018 Q1	$459K	Buy	3,769 +1,452	+63%	+$175K	0.08%	58
2017 Q4	$294K	Buy	+2,317	New	+$291K	0.06%	64

Other funds holding TLT

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

AdvicePeriod's TLT Position: Q3 2018 in Review

AdvicePeriod sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2018, closing a stake of 3,018 shares — an estimated $367K sold.

AdvicePeriod first reported a position in TLT in Q4 2017 and held it in 3 quarters. The position peaked at $459K in Q1 2018. 358 funds tracked by Wall St. Rank hold TLT as of Q3 2018.

AdvicePeriod reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2018 after selling out during the quarter.
AdvicePeriod sold 3,018 iShares 20+ Year Treasury Bond ETF shares in Q3 2018, an estimated $367K.
AdvicePeriod first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2017 and held it in 3 quarters.
AdvicePeriod's iShares 20+ Year Treasury Bond ETF position peaked at $459K in Q1 2018.
358 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2018.

Based on AdvicePeriod's 13F filing for Q3 2018, filed 8 Nov 2018.