Arden Trust’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Arden Trust’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 Q1	–	Sell	-3,248	Closed	-$409K	–	473
2014 Q4	$409K	Hold	3,248	–	–	0.06%	255
2014 Q3	$378K	Hold	3,248	–	–	0.05%	256
2014 Q2	$369K	Sell	3,248 -84	-3%	-$9.37K	0.05%	242
2014 Q1	$364K	Hold	3,332	–	–	0.04%	260
2013 Q4	$339K	Sell	3,332 -172	-5%	-$18K	0.04%	254
2013 Q3	$373K	Sell	3,504 -33	-0.9%	-$3.5K	0.05%	243
2013 Q2	$391K	Buy	+3,537	New	+$415K	0.05%	241

Other funds holding TLT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arden Trust's TLT Position: Q1 2015 in Review

Arden Trust sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2015, closing a stake of 3,248 shares — an estimated $409K sold.

Arden Trust first reported a position in TLT in Q2 2013 and held it in 7 quarters. The position peaked at $409K in Q4 2014. 266 funds tracked by Wall St. Rank hold TLT as of Q1 2015.

Arden Trust reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2015 after selling out during the quarter.
Arden Trust sold 3,248 iShares 20+ Year Treasury Bond ETF shares in Q1 2015, an estimated $409K.
Arden Trust first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and held it in 7 quarters.
Arden Trust's iShares 20+ Year Treasury Bond ETF position peaked at $409K in Q4 2014.
266 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2015.

Based on Arden Trust's 13F filing for Q1 2015, filed 13 May 2015.