AmeriServ Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

AmeriServ Wealth 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
2019 Q1	–	Sell	-9,883	Closed	-$1.2M	–	74
2018 Q4	$1.2M	Buy	+9,883	New	+$1.14M	3.04%	11
2016 Q3	–	Sell	-29,155	Closed	-$4.05M	–	75
2016 Q2	$4.05M	Buy	29,155 +640	+2%	+$84.4K	6.02%	2
2016 Q1	$3.72M	Buy	28,515 +1,650	+6%	+$211K	6.32%	3
2015 Q4	$3.24M	Sell	26,865 -45	-0.2%	-$5.48K	7.68%	3
2015 Q3	$3.32M	Buy	+26,910	New	+$3.27M	6.34%	3

Other funds holding TLT

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

AmeriServ Wealth Advisors's TLT Position: Q1 2019 in Review

AmeriServ Wealth Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2019, closing a stake of 9,883 shares — an estimated $1.2M sold.

AmeriServ Wealth Advisors first reported a position in TLT in Q3 2015 and held it in 5 quarters. The position peaked at $4.05M in Q2 2016. 437 funds tracked by Wall St. Rank hold TLT as of Q1 2019.

AmeriServ Wealth Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
AmeriServ Wealth Advisors sold 9,883 iShares 20+ Year Treasury Bond ETF shares in Q1 2019, an estimated $1.2M.
AmeriServ Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2015 and held it in 5 quarters.
AmeriServ Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $4.05M in Q2 2016.
437 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2019.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2019, filed 24 Apr 2019.