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Altium Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Altium Wealth Management’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
2020
Q1 		– Sell
-34,435
Closed -$4.67M – 356
2019
Q4 		$4.67M Buy
34,435
+35
+0.1% +$4.87K 0.56% 22
2019
Q3 		$4.92M Sell
34,400
-142
-0.4% -$19.7K 0.66% 20
2019
Q2 		$4.59M Buy
+34,542
New +$4.39M 0.67% 20

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Altium Wealth Management's TLT Position: Q1 2020 in Review

Altium Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2020, closing a stake of 34,435 shares — an estimated $4.67M sold.

Altium Wealth Management first reported a position in TLT in Q2 2019 and held it in 3 quarters. The position peaked at $4.92M in Q3 2019. 585 funds tracked by Wall St. Rank hold TLT as of Q1 2020.

  • Altium Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Altium Wealth Management sold 34,435 iShares 20+ Year Treasury Bond ETF shares in Q1 2020, an estimated $4.67M.
  • Altium Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2019 and held it in 3 quarters.
  • Altium Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $4.92M in Q3 2019.
  • 585 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2020.

Based on Altium Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.