CA Family Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

CA Family Wealth’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 Q1	$209K	Buy	+1,267	New	+$189K	0.22%	35

Other funds holding TLT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CA Family Wealth's TLT Position: Q1 2020 in Review

CA Family Wealth opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2020: 1,267 shares worth $209K. The stake represents 0.22% of the portfolio and ranks #35 among its holdings.

585 funds tracked by Wall St. Rank hold TLT as of Q1 2020.

CA Family Wealth held 1,267 shares of iShares 20+ Year Treasury Bond ETF worth $209K as of Q1 2020.
iShares 20+ Year Treasury Bond ETF was a new CA Family Wealth position in Q1 2020.
iShares 20+ Year Treasury Bond ETF made up 0.22% of CA Family Wealth's portfolio in Q1 2020, its #35 holding.
585 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.