EF
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Empirical Finance’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Empirical Finance’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
-12,401
Closed -$2.02M – 332
2020
Q3 		$2.02M Buy
12,401
+3,056
+33% +$507K 0.43% 51
2020
Q2 		$1.53M Buy
+9,345
New +$1.54M 0.39% 65
2017
Q4 		– Sell
-22,147
Closed -$2.76M – 147
2017
Q3 		$2.76M Buy
22,147
+6,907
+45% +$868K 0.95% 12
2017
Q2 		$1.91M Buy
+15,240
New +$1.88M 0.73% 26

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

Empirical Finance's TLT Position: Q4 2020 in Review

Empirical Finance sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2020, closing a stake of 12,401 shares — an estimated $2.02M sold.

Empirical Finance first reported a position in TLT in Q2 2017 and held it in 4 quarters. The position peaked at $2.76M in Q3 2017. 637 funds tracked by Wall St. Rank hold TLT as of Q4 2020.

  • Empirical Finance reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Empirical Finance sold 12,401 iShares 20+ Year Treasury Bond ETF shares in Q4 2020, an estimated $2.02M.
  • Empirical Finance first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2017 and held it in 4 quarters.
  • Empirical Finance's iShares 20+ Year Treasury Bond ETF position peaked at $2.76M in Q3 2017.
  • 637 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2020.

Based on Empirical Finance's 13F filing for Q4 2020, filed 2 Feb 2021.