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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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Frontier Wealth Management's TLT Position: Q1 2022 in Review

Frontier Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2022, closing a stake of 1,691 shares — an estimated $251K sold.

Frontier Wealth Management first reported a position in TLT in Q4 2014 and held it in 17 quarters. The position peaked at $8.67M in Q4 2014. 659 funds tracked by Wall St. Rank hold TLT as of Q1 2022.

  • Frontier Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Frontier Wealth Management sold 1,691 iShares 20+ Year Treasury Bond ETF shares in Q1 2022, an estimated $251K.
  • Frontier Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2014 and held it in 17 quarters.
  • Frontier Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $8.67M in Q4 2014.
  • 659 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2022.

Based on Frontier Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.