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

Buckley 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
2018
Q3 		– Sell
-1,980
Closed -$241K – 160
2018
Q2 		$241K Buy
+1,980
New +$237K 0.11% 145

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Buckley Wealth Management's TLT Position: Q3 2018 in Review

Buckley Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2018, closing a stake of 1,980 shares — an estimated $241K sold.

Buckley Wealth Management first reported a position in TLT in Q2 2018 and held it in 1 quarter. The position peaked at $241K in Q2 2018. 358 funds tracked by Wall St. Rank hold TLT as of Q3 2018.

  • Buckley Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Buckley Wealth Management sold 1,980 iShares 20+ Year Treasury Bond ETF shares in Q3 2018, an estimated $241K.
  • Buckley Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2018 and held it in 1 quarter.
  • Buckley Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $241K in Q2 2018.
  • 358 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2018.

Based on Buckley Wealth Management's 13F filing for Q3 2018, filed 25 Oct 2018.