IH
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IFC Holdings’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

IFC Holdings’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
Q1 		– Sell
-8,853
Closed -$1.13M – 376
2017
Q4 		$1.13M Sell
8,853
-15,672
-64% -$1.97M 0.08% 180
2017
Q3 		$3.07M Buy
24,525
+18,445
+303% +$2.32M 0.21% 71
2017
Q2 		$776K Buy
+6,080
New +$751K 0.06% 216
2017
Q1 		– Sell
-1,747
Closed -$210K – 478
2016
Q4 		$210K Sell
1,747
-69,195
-98% -$8.67M 0.02% 383
2016
Q3 		$9.75M Buy
70,942
+7,358
+12% +$1.02M 1.03% 19
2016
Q2 		$8.94M Sell
63,584
-44,122
-41% -$5.82M 1.01% 18
2016
Q1 		$14.1M Buy
+107,706
New +$13.8M 1.77% 12
2014
Q1 		– Sell
-19,942
Closed -$2.03M – 346
2013
Q4 		$2.03M Buy
+19,942
New +$2.09M 0.43% 58

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 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

IFC Holdings's TLT Position: Q1 2018 in Review

IFC Holdings sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2018, closing a stake of 8,853 shares — an estimated $1.13M sold.

IFC Holdings first reported a position in TLT in Q4 2013 and held it in 8 quarters. The position peaked at $14.1M in Q1 2016. 357 funds tracked by Wall St. Rank hold TLT as of Q1 2018.

  • IFC Holdings reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 8,853 iShares 20+ Year Treasury Bond ETF shares in Q1 2018, an estimated $1.13M.
  • IFC Holdings first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2013 and held it in 8 quarters.
  • IFC Holdings's iShares 20+ Year Treasury Bond ETF position peaked at $14.1M in Q1 2016.
  • 357 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.