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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
2020
Q1 		– Sell
-12,400
Closed -$1.68M – 300
2019
Q4 		$1.68M Buy
+12,400
New +$1.73M 0.1% 86
2019
Q2 		– Sell
-560,800
Closed -$70.9M – 282
2019
Q1 		$70.9M Buy
+560,800
New +$68.2M 4.41% 2

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TD Asset Management
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.