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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 		$15.3M Sell
112,700
-18,600
-14% -$2.59M 6.46% 4
2019
Q3 		$18.8M Buy
131,300
+37,500
+40% +$5.21M 7.53% 4
2019
Q2 		$12.5M Buy
93,800
+36,000
+62% +$4.57M 3.9% 5
2019
Q1 		$7.31M Sell
57,800
-29,400
-34% -$3.58M 3.09% 6
2018
Q4 		$10.6M Buy
87,200
+40,000
+85% +$4.63M 2.79% 5
2018
Q3 		$5.54M Hold
47,200
– – 1.78% 16
2018
Q2 		$5.75M Buy
47,200
+3,500
+8% +$419K 2.73% 6
2018
Q1 		$5.33M Buy
43,700
+700
+2% +$84.6K 2.98% 4
2017
Q4 		$5.46M Buy
43,000
+11,200
+35% +$1.41M 3.72% 4
2017
Q3 		$3.97M Sell
31,800
-1,000
-3% -$126K 2.81% 5
2017
Q2 		$4.1M Sell
32,800
-22,500
-41% -$2.78M 3.86% 5
2017
Q1 		$6.67M Buy
55,300
+16,700
+43% +$2M 5.05% 3
2016
Q4 		$4.6M Buy
38,600
+4,000
+12% +$501K 2.08% 5
2016
Q3 		$4.76M Buy
34,600
+22,600
+188% +$3.14M 2.21% 5
2016
Q2 		$1.67M Hold
12,000
– – 0.67% 13
2016
Q1 		$1.57M Buy
+12,000
New +$1.54M 0.94% 9

Other funds holding TLT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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.