BFA
TLT icon

Beaumont Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Beaumont Financial Advisors’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
2014
Q2 		– Sell
-167,407
Closed -$18.3M – 165
2014
Q1 		$18.3M Buy
+167,407
New +$17.9M 1.5% 25

Other funds holding TLT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

Beaumont Financial Advisors's TLT Position: Q2 2014 in Review

Beaumont Financial Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2014, closing a stake of 167,407 shares — an estimated $18.3M sold.

Beaumont Financial Advisors first reported a position in TLT in Q1 2014 and held it in 1 quarter. The position peaked at $18.3M in Q1 2014. 200 funds tracked by Wall St. Rank hold TLT as of Q2 2014.

  • Beaumont Financial Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Beaumont Financial Advisors sold 167,407 iShares 20+ Year Treasury Bond ETF shares in Q2 2014, an estimated $18.3M.
  • Beaumont Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2014 and held it in 1 quarter.
  • Beaumont Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $18.3M in Q1 2014.
  • 200 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2014.

Based on Beaumont Financial Advisors's 13F filing for Q2 2014, filed 13 Aug 2014.