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Alerus Investment Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Alerus Investment 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
2016
Q1 		– Sell
-9,198
Closed -$1.11M – 290
2015
Q4 		$1.11M Hold
9,198
– – 0.19% 93
2015
Q3 		$1.14M Buy
+9,198
New +$1.12M 0.2% 87

Other funds holding TLT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Alerus Investment Advisors's TLT Position: Q1 2016 in Review

Alerus Investment Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2016, closing a stake of 9,198 shares — an estimated $1.11M sold.

Alerus Investment Advisors first reported a position in TLT in Q3 2015 and held it in 2 quarters. The position peaked at $1.14M in Q3 2015. 343 funds tracked by Wall St. Rank hold TLT as of Q1 2016.

  • Alerus Investment Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Alerus Investment Advisors sold 9,198 iShares 20+ Year Treasury Bond ETF shares in Q1 2016, an estimated $1.11M.
  • Alerus Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2015 and held it in 2 quarters.
  • Alerus Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $1.14M in Q3 2015.
  • 343 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2016.

Based on Alerus Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.