Frontier Investment Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Frontier Investment 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
2019 Q4	–	Sell	-1,518	Closed	-$211K	–	338
2019 Q3	$217K	Sell	1,518 -6,360	-81%	-$884K	0.01%	264
2019 Q2	$1.05M	Sell	7,878 -74,273	-90%	-$9.43M	0.07%	96
2019 Q1	$10.4M	Buy	82,151 +23,568	+40%	+$2.87M	0.65%	47
2018 Q4	$7.12M	Buy	+58,583	New	+$6.78M	0.53%	56
2017 Q2	–	Sell	-500,965	Closed	-$60.5M	–	237
2017 Q1	$60.5M	Buy	+500,965	New	+$60.1M	5.88%	2
2016 Q3	–	Sell	-31,790	Closed	-$4.42M	–	212
2016 Q2	$4.42M	Sell	31,790 -28,475	-47%	-$3.76M	0.55%	56
2016 Q1	$7.87M	Buy	+60,265	New	+$7.72M	1.05%	29

Other funds holding TLT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Frontier Investment Management's TLT Position: Q4 2019 in Review

Frontier Investment Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2019, closing a stake of 1,518 shares — an estimated $211K sold.

Frontier Investment Management first reported a position in TLT in Q1 2016 and held it in 7 quarters. The position peaked at $60.5M in Q1 2017. 571 funds tracked by Wall St. Rank hold TLT as of Q4 2019.

Frontier Investment Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
Frontier Investment Management sold 1,518 iShares 20+ Year Treasury Bond ETF shares in Q4 2019, an estimated $211K.
Frontier Investment Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2016 and held it in 7 quarters.
Frontier Investment Management's iShares 20+ Year Treasury Bond ETF position peaked at $60.5M in Q1 2017.
571 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2019.

Based on Frontier Investment Management's 13F filing for Q4 2019, filed 13 Feb 2020.