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Bridgewater Associates’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bridgewater Associates’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
-1,692,081
Closed -$279M – 504
2020
Q1 		$279M Sell
1,692,081
-247,248
-13% -$36.9M 5.54% 5
2019
Q4 		$263M Buy
1,939,329
+30,431
+2% +$4.24M 2.68% 9
2019
Q3 		$273M Sell
1,908,898
-93,399
-5% -$13M 2.4% 9
2019
Q2 		$266M Sell
2,002,297
-230,246
-10% -$29.2M 2.09% 10
2019
Q1 		$282M Buy
2,232,543
+278,091
+14% +$33.8M 1.73% 9
2018
Q4 		$237M Sell
1,954,452
-19,397
-1% -$2.25M 2.17% 8
2018
Q3 		$231M Hold
1,973,849
– – 2.4% 8
2018
Q2 		$240M Hold
1,973,849
– – 2.4% 8
2018
Q1 		$241M Sell
1,973,849
-140,425
-7% -$17M 2.29% 8
2017
Q4 		$268M Buy
2,114,274
+19,345
+0.9% +$2.43M 2.2% 8
2017
Q3 		$261M Buy
2,094,929
+1,358,037
+184% +$171M 1.75% 8
2017
Q2 		$92.2M Buy
+736,892
New +$91.1M 0.84% 10

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

Bridgewater Associates's TLT Position: Q2 2020 in Review

Bridgewater Associates sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2020, closing a stake of 1,692,081 shares — an estimated $279M sold.

Bridgewater Associates first reported a position in TLT in Q2 2017 and held it in 12 quarters. The position peaked at $282M in Q1 2019. 588 funds tracked by Wall St. Rank hold TLT as of Q2 2020.

  • Bridgewater Associates reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Bridgewater Associates sold 1,692,081 iShares 20+ Year Treasury Bond ETF shares in Q2 2020, an estimated $279M.
  • Bridgewater Associates first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2017 and held it in 12 quarters.
  • Bridgewater Associates's iShares 20+ Year Treasury Bond ETF position peaked at $282M in Q1 2019.
  • 588 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2020.

Based on Bridgewater Associates's 13F filing for Q2 2020, filed 12 Aug 2020.