DSC
TLT icon

Duncker Streett & Co’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Duncker Streett & Co’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
Q2 		– Sell
-53
Closed -$6K – 631
2017
Q1 		$6K Hold
53
– – ﹤0.01% 569
2016
Q4 		$6K Hold
53
– – ﹤0.01% 566
2016
Q3 		$7K Buy
+53
New +$7.36K ﹤0.01% 541

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Duncker Streett & Co's TLT Position: Q2 2017 in Review

Duncker Streett & Co sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2017, closing a stake of 53 shares — an estimated $6K sold.

Duncker Streett & Co first reported a position in TLT in Q3 2016 and held it in 3 quarters. The position peaked at $7K in Q3 2016. 318 funds tracked by Wall St. Rank hold TLT as of Q2 2017.

  • Duncker Streett & Co reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Duncker Streett & Co sold 53 iShares 20+ Year Treasury Bond ETF shares in Q2 2017, an estimated $6K.
  • Duncker Streett & Co first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2016 and held it in 3 quarters.
  • Duncker Streett & Co's iShares 20+ Year Treasury Bond ETF position peaked at $7K in Q3 2016.
  • 318 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2017.

Based on Duncker Streett & Co's 13F filing for Q2 2017, filed 21 Jul 2017.