Avantax Planning Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Avantax Planning Partners’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	-1,780	Closed	-$216K	–	311
2018 Q4	$216K	Buy	1,780 +1,417	+390%	+$164K	0.02%	251
2018 Q3	$43K	Buy	+363	New	+$43.6K	﹤0.01%	525
2018 Q2	–	Sell	-165	Closed	-$20K	–	1361
2018 Q1	$20K	Buy	+165	New	+$19.9K	﹤0.01%	778
2017 Q2	–	Sell	-1,922	Closed	-$232K	–	350
2017 Q1	$232K	Buy	+1,922	New	+$231K	0.02%	291

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

Avantax Planning Partners's TLT Position: Q1 2019 in Review

Avantax Planning Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2019, closing a stake of 1,780 shares — an estimated $216K sold.

Avantax Planning Partners first reported a position in TLT in Q1 2017 and held it in 4 quarters. The position peaked at $232K in Q1 2017. 437 funds tracked by Wall St. Rank hold TLT as of Q1 2019.

Avantax Planning Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
Avantax Planning Partners sold 1,780 iShares 20+ Year Treasury Bond ETF shares in Q1 2019, an estimated $216K.
Avantax Planning Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2017 and held it in 4 quarters.
Avantax Planning Partners's iShares 20+ Year Treasury Bond ETF position peaked at $232K in Q1 2017.
437 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2019.

Based on Avantax Planning Partners's 13F filing for Q1 2019, filed 8 May 2019.