Bach Option’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bach Option’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 Q4	$1.36M	Buy	10,023 +6,463	+182%	+$900K	0.57%	26
2019 Q3	$509K	Buy	+3,560	New	+$495K	0.2%	50
2019 Q2	–	Sell	-3,400	Closed	-$432K	–	113
2019 Q1	$430K	Sell	3,400 -564	-14%	-$68.6K	0.18%	63
2018 Q4	$482K	Sell	3,964 -3,303	-45%	-$382K	0.13%	100
2018 Q3	$852K	Buy	+7,267	New	+$872K	0.27%	60
2018 Q2	–	Sell	-3,825	Closed	-$458K	–	119
2018 Q1	$466K	Buy	+3,825	New	+$462K	0.26%	51
2017 Q2	–	Sell	-9,024	Closed	-$1.12M	–	115
2017 Q1	$1.09M	Sell	9,024 -10,716	-54%	-$1.29M	0.82%	31
2016 Q4	$2.35M	Buy	19,740 +17,161	+665%	+$2.15M	1.07%	8
2016 Q3	$355K	Buy	+2,579	New	+$358K	0.17%	128

Other funds holding TLT

JP Morgan Chase New York $1.56T AUM 27.86% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

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

Bach Option's TLT Position: Q4 2019 in Review

Bach Option increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 182% in Q4 2019, buying an estimated $900K and bringing the position to 10,023 shares worth $1.36M. The position accounts for 0.57% of the portfolio, ranked #26.

Bach Option first reported a position in TLT in Q3 2016 and has held it in 9 quarters since. The position peaked at $2.35M in Q4 2016. 572 funds tracked by Wall St. Rank hold TLT as of Q4 2019.

Bach Option held 10,023 shares of iShares 20+ Year Treasury Bond ETF worth $1.36M as of Q4 2019.
Bach Option bought 6,463 iShares 20+ Year Treasury Bond ETF shares in Q4 2019, an estimated $900K.
iShares 20+ Year Treasury Bond ETF made up 0.57% of Bach Option's portfolio in Q4 2019, its #26 holding.
Bach Option first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2016 and has held it in 9 quarters since.
Bach Option's iShares 20+ Year Treasury Bond ETF position peaked at $2.35M in Q4 2016.
572 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2019.

Based on Bach Option's 13F filing for Q4 2019, filed 29 Jan 2020.