Braver Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Braver Wealth 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
2016 Q4	–	Sell	-32,953	Closed	-$4.53M	–	158
2016 Q3	$4.53M	Sell	32,953 -16,463	-33%	-$2.28M	0.76%	38
2016 Q2	$6.86M	Buy	+49,416	New	+$6.52M	1.17%	22
2015 Q4	–	Sell	-44,406	Closed	-$5.49M	–	90
2015 Q3	$5.49M	Buy	44,406 +23,633	+114%	+$2.87M	1.36%	16
2015 Q2	$2.44M	Buy	20,773 +556	+3%	+$68.2K	0.59%	35
2015 Q1	$2.64M	Buy	+20,217	New	+$2.64M	0.54%	34
2014 Q2	–	Sell	-107,165	Closed	-$11.7M	–	90
2014 Q1	$11.7M	Buy	+107,165	New	+$11.4M	3.35%	8

Other funds holding TLT

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return

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

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

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

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

MLICM

Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return

Braver Wealth Management's TLT Position: Q4 2016 in Review

Braver Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2016, closing a stake of 32,953 shares — an estimated $4.53M sold.

Braver Wealth Management first reported a position in TLT in Q1 2014 and held it in 6 quarters. The position peaked at $11.7M in Q1 2014. 315 funds tracked by Wall St. Rank hold TLT as of Q4 2016.

Braver Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
Braver Wealth Management sold 32,953 iShares 20+ Year Treasury Bond ETF shares in Q4 2016, an estimated $4.53M.
Braver Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2014 and held it in 6 quarters.
Braver Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $11.7M in Q1 2014.
315 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.