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

Advisor 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
2019
Q4 		$36.2M Buy
267,045
+7,479
+3% +$1.04M 0.25% 74
2019
Q3 		$37.2M Buy
259,566
+135,937
+110% +$18.9M 0.27% 65
2019
Q2 		$16.4M Sell
123,629
-1,383
-1% -$176K 0.13% 144
2019
Q1 		$15.8M Buy
125,012
+47,831
+62% +$5.82M 0.13% 143
2018
Q4 		$9.38M Buy
77,181
+23,218
+43% +$2.69M 0.09% 189
2018
Q3 		$6.33M Sell
53,963
-42,598
-44% -$5.11M 0.06% 249
2018
Q2 		$11.8M Buy
96,561
+25,084
+35% +$3M 0.16% 123
2018
Q1 		$8.72M Sell
71,477
-20,004
-22% -$2.42M 0.12% 161
2017
Q4 		$11.6M Buy
91,481
+14,869
+19% +$1.87M 0.16% 125
2017
Q3 		$9.56M Buy
76,612
+8,884
+13% +$1.12M 0.15% 138
2017
Q2 		$8.48M Buy
67,728
+314
+0.5% +$38.8K 0.15% 139
2017
Q1 		$8.14M Buy
67,414
+6,869
+11% +$824K 0.16% 135
2016
Q4 		$7.21M Sell
60,545
-6,276
-9% -$786K 0.16% 136
2016
Q3 		$9.19M Sell
66,821
-96,552
-59% -$13.4M 0.22% 101
2016
Q2 		$22.7M Buy
+163,373
New +$21.5M 0.6% 24

Other funds holding TLT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Group's TLT Position: Q4 2019 in Review

Advisor Group increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.9% in Q4 2019, buying an estimated $1.04M and bringing the position to 267,045 shares worth $36.2M. The position accounts for 0.25% of the portfolio, ranked #74.

Advisor Group first reported a position in TLT in Q2 2016 and has held it in 15 quarters since. The position peaked at $37.2M in Q3 2019. 571 funds tracked by Wall St. Rank hold TLT as of Q4 2019.

  • Advisor Group held 267,045 shares of iShares 20+ Year Treasury Bond ETF worth $36.2M as of Q4 2019.
  • Advisor Group bought 7,479 iShares 20+ Year Treasury Bond ETF shares in Q4 2019, an estimated $1.04M.
  • iShares 20+ Year Treasury Bond ETF made up 0.25% of Advisor Group's portfolio in Q4 2019, its #74 holding.
  • Advisor Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares 20+ Year Treasury Bond ETF position peaked at $37.2M in Q3 2019.
  • 571 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.