BJ
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Brouwer & Janachowski’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Brouwer & Janachowski’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
2015
Q3 		– Sell
-69
Closed -$8K – 80
2015
Q2 		$8K Buy
+69
New +$8.47K ﹤0.01% 77

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Brouwer & Janachowski's TLT Position: Q3 2015 in Review

Brouwer & Janachowski sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2015, closing a stake of 69 shares — an estimated $8K sold.

Brouwer & Janachowski first reported a position in TLT in Q2 2015 and held it in 1 quarter. The position peaked at $8K in Q2 2015. 266 funds tracked by Wall St. Rank hold TLT as of Q3 2015.

  • Brouwer & Janachowski reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Brouwer & Janachowski sold 69 iShares 20+ Year Treasury Bond ETF shares in Q3 2015, an estimated $8K.
  • Brouwer & Janachowski first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2015 and held it in 1 quarter.
  • Brouwer & Janachowski's iShares 20+ Year Treasury Bond ETF position peaked at $8K in Q2 2015.
  • 266 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2015.

Based on Brouwer & Janachowski's 13F filing for Q3 2015, filed 16 Nov 2015.