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Bellwether Investment Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bellwether Investment 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
Q1 		– Sell
-787
Closed -$94K – 934
2016
Q4 		$94K Buy
+787
New +$98.6K 0.08% 209
2016
Q2 		$109K Buy
+787
New +$104K 0.12% 164

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Bellwether Investment Group's TLT Position: Q1 2017 in Review

Bellwether Investment Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2017, closing a stake of 787 shares — an estimated $94K sold.

Bellwether Investment Group first reported a position in TLT in Q2 2016 and held it in 2 quarters. The position peaked at $109K in Q2 2016. 316 funds tracked by Wall St. Rank hold TLT as of Q1 2017.

  • Bellwether Investment Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 787 iShares 20+ Year Treasury Bond ETF shares in Q1 2017, an estimated $94K.
  • Bellwether Investment Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's iShares 20+ Year Treasury Bond ETF position peaked at $109K in Q2 2016.
  • 316 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.