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

Donaldson Capital 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
2020
Q4 		– Sell
-1,583
Closed -$258K – 242
2020
Q3 		$258K Buy
+1,583
New +$263K 0.02% 202

Other funds holding TLT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Donaldson Capital Management's TLT Position: Q4 2020 in Review

Donaldson Capital Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2020, closing a stake of 1,583 shares — an estimated $258K sold.

Donaldson Capital Management first reported a position in TLT in Q3 2020 and held it in 1 quarter. The position peaked at $258K in Q3 2020. 637 funds tracked by Wall St. Rank hold TLT as of Q4 2020.

  • Donaldson Capital Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Donaldson Capital Management sold 1,583 iShares 20+ Year Treasury Bond ETF shares in Q4 2020, an estimated $258K.
  • Donaldson Capital Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2020 and held it in 1 quarter.
  • Donaldson Capital Management's iShares 20+ Year Treasury Bond ETF position peaked at $258K in Q3 2020.
  • 637 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2020.

Based on Donaldson Capital Management's 13F filing for Q4 2020, filed 11 Jan 2021.