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

Berkshire Money 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
2020
Q2 		– Sell
-509
Closed -$84K – 71
2020
Q1 		$84K Buy
+509
New +$75.9K 0.02% 48

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Berkshire Money Management's TLT Position: Q2 2020 in Review

Berkshire Money Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2020, closing a stake of 509 shares — an estimated $84K sold.

Berkshire Money Management first reported a position in TLT in Q1 2020 and held it in 1 quarter. The position peaked at $84K in Q1 2020. 588 funds tracked by Wall St. Rank hold TLT as of Q2 2020.

  • Berkshire Money Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Berkshire Money Management sold 509 iShares 20+ Year Treasury Bond ETF shares in Q2 2020, an estimated $84K.
  • Berkshire Money Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and held it in 1 quarter.
  • Berkshire Money Management's iShares 20+ Year Treasury Bond ETF position peaked at $84K in Q1 2020.
  • 588 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2020.

Based on Berkshire Money Management's 13F filing for Q2 2020, filed 27 Jul 2020.