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FWM
Frontier Wealth Management’s
iShares 20+ Year Treasury Bond ETF
TLT
Stock Holding History
Frontier Wealth Management’s Portfolio
TLT Stock Details
TLT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-1,691
Closed
-$251K
–
434
2021
Q4
$251K
Sell
1,691
-2,108
-55%
-$311K
0.02%
355
2021
Q3
$548K
Sell
3,799
-12,591
-77%
-$1.87M
0.04%
259
2021
Q2
$2.37M
Sell
16,390
-12,409
-43%
-$1.73M
0.17%
108
2021
Q1
$3.9M
Buy
28,799
+15,321
+114%
+$2.22M
0.3%
70
2020
Q4
$2.13M
Buy
+13,478
New
+$2.14M
0.17%
98
2018
Q2
–
Sell
-2,519
Closed
-$307K
–
416
2018
Q1
$307K
Buy
+2,519
New
+$304K
0.04%
302
2017
Q4
–
Sell
-2,696
Closed
-$336K
–
397
2017
Q3
$336K
Buy
+2,696
New
+$339K
0.05%
281
2017
Q2
–
Sell
-3,954
Closed
-$477K
–
407
2017
Q1
$477K
Sell
3,954
-4,148
-51%
-$498K
0.07%
233
2016
Q4
$965K
Sell
8,102
-4,113
-34%
-$515K
0.16%
159
2016
Q3
$1.68M
Buy
12,215
+2,704
+28%
+$375K
0.26%
95
2016
Q2
$1.32M
Sell
9,511
-2,699
-22%
-$356K
0.21%
112
2016
Q1
$1.59M
Sell
12,210
-8,261
-40%
-$1.06M
0.13%
93
2015
Q4
$2.47M
Sell
20,471
-4,426
-18%
-$539K
0.4%
72
2015
Q3
$3.08M
Sell
24,897
-41,996
-63%
-$5.1M
0.49%
53
2015
Q2
$7.86M
Buy
66,893
+34,584
+107%
+$4.24M
1.21%
16
2015
Q1
$4.22M
Sell
32,309
-36,510
-53%
-$4.77M
0.68%
33
2014
Q4
$8.67M
Buy
+68,819
New
+$8.34M
1.63%
10
Other funds holding TLT
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Barclays
London, United Kingdom
$416B AUM
33.63%
1-Year Est. Return
NSLI
Nan Shan Life Insurance
Taipei City, Taiwan
$2.76B AUM
6.75%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
TD Asset Management
Toronto, Ontario, Canada
$123B AUM
34.51%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$618B AUM
30.34%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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