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Essex Savings Bank’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Essex Savings Bank’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
2019
Q3 		– Sell
-207
Closed -$27K – 564
2019
Q2 		$27K Hold
207
– – 0.01% 536
2019
Q1 		$26K Hold
207
– – 0.01% 382
2018
Q4 		$25K Buy
+207
New +$24K 0.02% 373

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 $424B AUM 22.94% 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 $115B AUM 41.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Essex Savings Bank's TLT Position: Q3 2019 in Review

Essex Savings Bank sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2019, closing a stake of 207 shares — an estimated $27K sold.

Essex Savings Bank first reported a position in TLT in Q4 2018 and held it in 3 quarters. The position peaked at $27K in Q2 2019. 516 funds tracked by Wall St. Rank hold TLT as of Q3 2019.

  • Essex Savings Bank reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 207 iShares 20+ Year Treasury Bond ETF shares in Q3 2019, an estimated $27K.
  • Essex Savings Bank first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's iShares 20+ Year Treasury Bond ETF position peaked at $27K in Q2 2019.
  • 516 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.