Berkshire Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Berkshire Asset Management’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	–	Sell	-15,236	Closed	-$2.18M	–	223
2019 Q3	$2.18M	Buy	+15,236	New	+$2.12M	0.19%	72
2019 Q2	–	Sell	-5,769	Closed	-$729K	–	230
2019 Q1	$729K	Buy	5,769 +1,070	+23%	+$130K	0.06%	128
2018 Q4	$571K	Buy	4,699 +1,980	+73%	+$229K	0.05%	133
2018 Q3	$319K	Buy	+2,719	New	+$326K	0.03%	181

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berkshire Asset Management's TLT Position: Q4 2019 in Review

Berkshire Asset Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2019, closing a stake of 15,236 shares — an estimated $2.18M sold.

Berkshire Asset Management first reported a position in TLT in Q3 2018 and held it in 4 quarters. The position peaked at $2.18M in Q3 2019. 571 funds tracked by Wall St. Rank hold TLT as of Q4 2019.

Berkshire Asset Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
Berkshire Asset Management sold 15,236 iShares 20+ Year Treasury Bond ETF shares in Q4 2019, an estimated $2.18M.
Berkshire Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2018 and held it in 4 quarters.
Berkshire Asset Management's iShares 20+ Year Treasury Bond ETF position peaked at $2.18M in Q3 2019.
571 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2019.

Based on Berkshire Asset Management's 13F filing for Q4 2019, filed 12 Feb 2020.