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Hefty Wealth Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Hefty Wealth Partners’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
2016
Q4 		– Sell
-416
Closed -$57K – 255
2016
Q3 		$57K Hold
416
– – 0.04% 119
2016
Q2 		$57K Sell
416
-2,265
-84% -$299K 0.05% 101
2016
Q1 		$350K Buy
+2,681
New +$343K 0.33% 77

Other funds holding TLT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PC
Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MLICM
Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return

Hefty Wealth Partners's TLT Position: Q4 2016 in Review

Hefty Wealth Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2016, closing a stake of 416 shares — an estimated $57K sold.

Hefty Wealth Partners first reported a position in TLT in Q1 2016 and held it in 3 quarters. The position peaked at $350K in Q1 2016. 315 funds tracked by Wall St. Rank hold TLT as of Q4 2016.

  • Hefty Wealth Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Hefty Wealth Partners sold 416 iShares 20+ Year Treasury Bond ETF shares in Q4 2016, an estimated $57K.
  • Hefty Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2016 and held it in 3 quarters.
  • Hefty Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $350K in Q1 2016.
  • 315 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2016.

Based on Hefty Wealth Partners's 13F filing for Q4 2016, filed 5 Jan 2017.