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HL Financial Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

HL Financial Services’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
-10,556
Closed -$1.32M – 701
2017
Q2 		$1.32M Buy
10,556
+8,692
+466% +$1.07M 0.03% 294
2017
Q1 		$225K Sell
1,864
-4,592
-71% -$551K ﹤0.01% 622
2016
Q4 		$769K Sell
6,456
-37,578
-85% -$4.71M 0.02% 370
2016
Q3 		$6.06M Sell
44,034
-2,023
-4% -$281K 0.14% 100
2016
Q2 		$6.4M Sell
46,057
-15,753
-25% -$2.08M 0.15% 89
2016
Q1 		$8.07M Sell
61,810
-2,777
-4% -$356K 0.2% 74
2015
Q4 		$7.79M Sell
64,587
-7,960
-11% -$970K 0.2% 73
2015
Q3 		$8.96M Buy
72,547
+65,992
+1,007% +$8.01M 0.25% 66
2015
Q2 		$770K Sell
6,555
-783
-11% -$96.1K 0.02% 368
2015
Q1 		$959K Sell
7,338
-94
-1% -$12.3K 0.03% 304
2014
Q4 		$936K Sell
7,432
-6,008
-45% -$728K 0.03% 290
2014
Q3 		$1.56M Buy
13,440
+4,394
+49% +$506K 0.05% 196
2014
Q2 		$1.03M Sell
9,046
-784
-8% -$87.5K 0.03% 261
2014
Q1 		$1.07M Buy
9,830
+215
+2% +$22.9K 0.03% 238
2013
Q4 		$979K Buy
9,615
+434
+5% +$45.4K 0.03% 256
2013
Q3 		$977K Buy
9,181
+847
+10% +$89.7K 0.03% 238
2013
Q2 		$920K Buy
+8,334
New +$979K 0.03% 234

Other funds holding TLT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HL Financial Services's TLT Position: Q3 2017 in Review

HL Financial Services sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2017, closing a stake of 10,556 shares — an estimated $1.32M sold.

HL Financial Services first reported a position in TLT in Q2 2013 and held it in 17 quarters. The position peaked at $8.96M in Q3 2015. 333 funds tracked by Wall St. Rank hold TLT as of Q3 2017.

  • HL Financial Services reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2017 after selling out during the quarter.
  • HL Financial Services sold 10,556 iShares 20+ Year Treasury Bond ETF shares in Q3 2017, an estimated $1.32M.
  • HL Financial Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and held it in 17 quarters.
  • HL Financial Services's iShares 20+ Year Treasury Bond ETF position peaked at $8.96M in Q3 2015.
  • 333 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2017.

Based on HL Financial Services's 13F filing for Q3 2017, filed 3 Nov 2017.