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Guidant Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Guidant Wealth Advisors’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
2017
Q3 		– Sell
-279
Closed -$34K – 228
2017
Q2 		$34K Hold
279
– – 0.02% 129
2017
Q1 		$33K Hold
279
– – 0.02% 123
2016
Q4 		$34K Hold
279
– – 0.02% 110
2016
Q3 		$38K Buy
+279
New +$38.7K 0.02% 104

Other funds holding TLT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AC
Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guidant Wealth Advisors's TLT Position: Q3 2017 in Review

Guidant Wealth Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2017, closing a stake of 279 shares — an estimated $34K sold.

Guidant Wealth Advisors first reported a position in TLT in Q3 2016 and held it in 4 quarters. The position peaked at $38K in Q3 2016. 333 funds tracked by Wall St. Rank hold TLT as of Q3 2017.

  • Guidant Wealth Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Guidant Wealth Advisors sold 279 iShares 20+ Year Treasury Bond ETF shares in Q3 2017, an estimated $34K.
  • Guidant Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2016 and held it in 4 quarters.
  • Guidant Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $38K in Q3 2016.
  • 333 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2017.

Based on Guidant Wealth Advisors's 13F filing for Q3 2017, filed 24 Oct 2017.