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

Assured 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
2014
Q2 		– Sell
-256,699
Closed -$28M – 254
2014
Q1 		$28M Buy
+256,699
New +$27.4M 0.46% 68

Other funds holding TLT

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Assured Investment Management's TLT Position: Q2 2014 in Review

Assured Investment Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2014, closing a stake of 256,699 shares — an estimated $28M sold.

Assured Investment Management first reported a position in TLT in Q1 2014 and held it in 1 quarter. The position peaked at $28M in Q1 2014. 199 funds tracked by Wall St. Rank hold TLT as of Q2 2014.

  • Assured Investment Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Assured Investment Management sold 256,699 iShares 20+ Year Treasury Bond ETF shares in Q2 2014, an estimated $28M.
  • Assured Investment Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2014 and held it in 1 quarter.
  • Assured Investment Management's iShares 20+ Year Treasury Bond ETF position peaked at $28M in Q1 2014.
  • 199 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2014.

Based on Assured Investment Management's 13F filing for Q2 2014, filed 12 Aug 2014.