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Arcadia Investment Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Arcadia Investment 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
2015
Q3 		– Sell
-3,613
Closed -$476K – 216
2015
Q2 		$476K Buy
+3,613
New +$443K 0.12% 90

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Bank of America
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WIM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MSU
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State Street
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Arcadia Investment Management's TLT Position: Q3 2015 in Review

Arcadia Investment Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2015, closing a stake of 3,613 shares — an estimated $476K sold.

Arcadia Investment Management first reported a position in TLT in Q2 2015 and held it in 1 quarter. The position peaked at $476K in Q2 2015. 266 funds tracked by Wall St. Rank hold TLT as of Q3 2015.

  • Arcadia Investment Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Arcadia Investment Management sold 3,613 iShares 20+ Year Treasury Bond ETF shares in Q3 2015, an estimated $476K.
  • Arcadia Investment Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2015 and held it in 1 quarter.
  • Arcadia Investment Management's iShares 20+ Year Treasury Bond ETF position peaked at $476K in Q2 2015.
  • 266 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2015.

Based on Arcadia Investment Management's 13F filing for Q3 2015, filed 21 Oct 2015.