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

Coastland Capital’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
2017
Q4 		– Sell
-1,000,000
Closed -$125M – 14
2017
Q3 		$125M Hold
1,000,000
– – 29.1% 3
2017
Q2 		$125M Hold
1,000,000
– – 16.26% 3
2017
Q1 		$121M Hold
1,000,000
– – 10.39% 4
2016
Q4 		$119M Buy
+1,000,000
New +$125M 10.33% 6
2016
Q3 		– Sell
-500,000
Closed -$69.5M – 116
2016
Q2 		$69.5M Hold
500,000
– – 7.64% 8
2016
Q1 		$65.3M Sell
500,000
-753,200
-60% -$96.5M 6.66% 7
2015
Q4 		$151M Buy
1,253,200
+653,200
+109% +$79.6M 16.39% 3
2015
Q3 		$74.1M Buy
+600,000
New +$72.8M 4.92% 6

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return