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

DSC 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
2018
Q1 		– Sell
-37,200
Closed -$4.72M – 94
2017
Q4 		$4.72M Buy
37,200
+5,700
+18% +$716K 2.74% 15
2017
Q3 		$3.93M Buy
+31,500
New +$3.96M 1.25% 18
2013
Q3 		– Sell
-75,000
Closed -$149K – 67
2013
Q2 		$149K Buy
+75,000
New +$8.81M 0.1% 40

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

DSC Advisors's TLT Position: Q3 2019 in Review

DSC Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2019, closing a stake of 2,000 shares — an estimated $266K sold.

DSC Advisors first reported a position in TLT in Q3 2014 and held it in 10 quarters. The position peaked at $3.51M in Q4 2017. 515 funds tracked by Wall St. Rank hold TLT as of Q3 2019.

  • DSC Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
  • DSC Advisors sold 2,000 iShares 20+ Year Treasury Bond ETF shares in Q3 2019, an estimated $266K.
  • DSC Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2014 and held it in 10 quarters.
  • DSC Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $3.51M in Q4 2017.
  • 515 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2019.

Based on DSC Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.