B
TLT icon

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

Baird’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 		$2.79M Buy
21,380
+2,964
+16% +$387K 0.03% 472
2014
Q4 		$2.32M Buy
18,416
+13,524
+276% +$1.64M 0.02% 512
2014
Q3 		$569K Buy
4,892
+201
+4% +$23.1K 0.01% 796
2014
Q2 		$533K Buy
4,691
+226
+5% +$25.2K 0.01% 830
2014
Q1 		$487K Sell
4,465
-18,074
-80% -$1.93M 0.01% 866
2013
Q4 		$2.3M Sell
22,539
-4,614
-17% -$483K 0.04% 427
2013
Q3 		$2.89M Buy
27,153
+1,937
+8% +$205K 0.05% 372
2013
Q2 		$2.79M Buy
+25,216
New +$2.96M 0.06% 351

Other funds holding TLT

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
Citigroup
Citigroup New York $235B AUM 32.99% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return