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Grimes & Company’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Grimes & Company’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
2018
Q3 		– Sell
-10,230
Closed -$1.25M – 246
2018
Q2 		$1.25M Buy
+10,230
New +$1.22M 0.11% 109

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Grimes & Company's TLT Position: Q3 2018 in Review

Grimes & Company sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2018, closing a stake of 10,230 shares — an estimated $1.25M sold.

Grimes & Company first reported a position in TLT in Q2 2018 and held it in 1 quarter. The position peaked at $1.25M in Q2 2018. 358 funds tracked by Wall St. Rank hold TLT as of Q3 2018.

  • Grimes & Company reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Grimes & Company sold 10,230 iShares 20+ Year Treasury Bond ETF shares in Q3 2018, an estimated $1.25M.
  • Grimes & Company first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2018 and held it in 1 quarter.
  • Grimes & Company's iShares 20+ Year Treasury Bond ETF position peaked at $1.25M in Q2 2018.
  • 358 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2018.

Based on Grimes & Company's 13F filing for Q3 2018, filed 9 Nov 2018.