Barrington Strategic Wealth Management Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Barrington Strategic Wealth Management Group’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
2017 Q3	$2.06M	Sell	16,553 -45	-0.3%	-$5.66K	1.04%	24
2017 Q2	$2.08M	Sell	16,598 -585	-3%	-$72.3K	1.05%	22
2017 Q1	$2.07M	Buy	17,183 +1,870	+12%	+$224K	1.08%	21
2016 Q4	$1.82M	Buy	15,313 +25	+0.2%	+$3.13K	0.98%	28
2016 Q3	$2.1M	Buy	+15,288	New	+$2.12M	1.19%	21

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

Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Barrington Strategic Wealth Management Group's TLT Position: Q3 2017 in Review

Barrington Strategic Wealth Management Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.27% in Q3 2017, selling an estimated $5.66K and leaving 16,553 shares worth $2.06M. The position accounts for 1.04% of the portfolio, ranked #24.

Barrington Strategic Wealth Management Group first reported a position in TLT in Q3 2016 and has held it in 5 quarters since. The position peaked at $2.1M in Q3 2016. 333 funds tracked by Wall St. Rank hold TLT as of Q3 2017.

Barrington Strategic Wealth Management Group held 16,553 shares of iShares 20+ Year Treasury Bond ETF worth $2.06M as of Q3 2017.
Barrington Strategic Wealth Management Group sold 45 iShares 20+ Year Treasury Bond ETF shares in Q3 2017, an estimated $5.66K.
iShares 20+ Year Treasury Bond ETF made up 1.04% of Barrington Strategic Wealth Management Group's portfolio in Q3 2017, its #24 holding.
Barrington Strategic Wealth Management Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2016 and has held it in 5 quarters since.
Barrington Strategic Wealth Management Group's iShares 20+ Year Treasury Bond ETF position peaked at $2.1M in Q3 2016.
333 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2017.

Based on Barrington Strategic Wealth Management Group's 13F filing for Q3 2017, filed 31 Oct 2017.