Chevy Chase Trust’s ISHARES TARGET DATE 2020 ETF TZG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-125,000
Closed -$125K 1134
2019
Q4
$125K Buy
+125,000
New +$125K ﹤0.01% 702
2014
Q3
Sell
-125,000
Closed -$125K 724
2014
Q2
$125K Buy
+125,000
New +$5.04M ﹤0.01% 674

Chevy Chase Trust's TZG Position: Q1 2020 in Review

Chevy Chase Trust sold out of ISHARES TARGET DATE 2020 ETF (TZG) in Q1 2020, closing a stake of 125,000 shares — an estimated $125K sold.

Chevy Chase Trust first reported a position in TZG in Q2 2014 and held it in 2 quarters. The position peaked at $125K in Q4 2019. 0 funds tracked by Wall St. Rank hold TZG as of Q1 2020.

  • Chevy Chase Trust reported no remaining ISHARES TARGET DATE 2020 ETF position as of Q1 2020 after selling out during the quarter.
  • Chevy Chase Trust sold 125,000 ISHARES TARGET DATE 2020 ETF shares in Q1 2020, an estimated $125K.
  • Chevy Chase Trust first reported a position in ISHARES TARGET DATE 2020 ETF in Q2 2014 and held it in 2 quarters.
  • Chevy Chase Trust's ISHARES TARGET DATE 2020 ETF position peaked at $125K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held ISHARES TARGET DATE 2020 ETF as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.