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Capital Planning Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Capital Planning Advisors’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
2019
Q2 		– Sell
-2,581
Closed -$326K – 124
2019
Q1 		$326K Buy
+2,581
New +$314K 0.1% 106

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital Planning Advisors's TLT Position: Q2 2019 in Review

Capital Planning Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2019, closing a stake of 2,581 shares — an estimated $326K sold.

Capital Planning Advisors first reported a position in TLT in Q1 2019 and held it in 1 quarter. The position peaked at $326K in Q1 2019. 468 funds tracked by Wall St. Rank hold TLT as of Q2 2019.

  • Capital Planning Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Capital Planning Advisors sold 2,581 iShares 20+ Year Treasury Bond ETF shares in Q2 2019, an estimated $326K.
  • Capital Planning Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2019 and held it in 1 quarter.
  • Capital Planning Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $326K in Q1 2019.
  • 468 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2019.

Based on Capital Planning Advisors's 13F filing for Q2 2019, filed 9 Aug 2019.