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ArchPoint Investors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

ArchPoint Investors’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
-53,432
Closed -$7.24M – 150
2019
Q4 		$7.24M Buy
+53,432
New +$7.44M 2.21% 9
2018
Q1 		– Sell
-1,500
Closed -$190K – 165
2017
Q4 		$190K Hold
1,500
– – 0.06% 82
2017
Q3 		$187K Hold
1,500
– – 0.06% 93
2017
Q2 		$188K Hold
1,500
– – 0.06% 99
2017
Q1 		$181K Buy
+1,500
New +$180K 0.07% 81

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

ArchPoint Investors's TLT Position: Q1 2020 in Review

ArchPoint Investors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2020, closing a stake of 53,432 shares — an estimated $7.24M sold.

ArchPoint Investors first reported a position in TLT in Q1 2017 and held it in 5 quarters. The position peaked at $7.24M in Q4 2019. 585 funds tracked by Wall St. Rank hold TLT as of Q1 2020.

  • ArchPoint Investors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • ArchPoint Investors sold 53,432 iShares 20+ Year Treasury Bond ETF shares in Q1 2020, an estimated $7.24M.
  • ArchPoint Investors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2017 and held it in 5 quarters.
  • ArchPoint Investors's iShares 20+ Year Treasury Bond ETF position peaked at $7.24M in Q4 2019.
  • 585 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2020.

Based on ArchPoint Investors's 13F filing for Q1 2020, filed 13 May 2020.