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Independent Portfolio Consultants’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Independent Portfolio Consultants’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
Q2 		$275K Buy
2,200
+447
+25% +$55.2K 0.11% 249
2017
Q1 		$212K Sell
1,753
-957
-35% -$115K 0.07% 317
2016
Q4 		$323K Buy
2,710
+2,620
+2,911% +$328K 0.11% 256
2016
Q3 		$12K Sell
90
-6,825
-99% -$947K ﹤0.01% 659
2016
Q2 		$960K Sell
6,915
-2,785
-29% -$367K 0.3% 95
2016
Q1 		$1.27M Sell
9,700
-1,200
-11% -$154K 0.35% 85
2015
Q4 		$1.31M Buy
10,900
+10,560
+3,106% +$1.29M 0.39% 79
2015
Q3 		$42K Sell
340
-1,190
-78% -$144K 0.01% 608
2015
Q2 		$180K Buy
1,530
+1,295
+551% +$159K 0.04% 381
2015
Q1 		$31K Sell
235
-255
-52% -$33.3K 0.01% 653
2014
Q4 		$62K Sell
490
-1,659
-77% -$201K 0.01% 602
2014
Q3 		$250K Sell
2,149
-820
-28% -$94.3K 0.07% 433
2014
Q2 		$337K Sell
2,969
-635
-18% -$70.8K 0.09% 356
2014
Q1 		$393K Buy
+3,604
New +$385K 0.12% 308

Other funds holding TLT

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Independent Portfolio Consultants's TLT Position: Q2 2017 in Review

Independent Portfolio Consultants increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 25% in Q2 2017, buying an estimated $55.2K and bringing the position to 2,200 shares worth $275K. The position accounts for 0.11% of the portfolio, ranked #249.

Independent Portfolio Consultants first reported a position in TLT in Q1 2014 and has held it in 14 quarters since. The position peaked at $1.31M in Q4 2015. 318 funds tracked by Wall St. Rank hold TLT as of Q2 2017.

  • Independent Portfolio Consultants held 2,200 shares of iShares 20+ Year Treasury Bond ETF worth $275K as of Q2 2017.
  • Independent Portfolio Consultants bought 447 iShares 20+ Year Treasury Bond ETF shares in Q2 2017, an estimated $55.2K.
  • iShares 20+ Year Treasury Bond ETF made up 0.11% of Independent Portfolio Consultants's portfolio in Q2 2017, its #249 holding.
  • Independent Portfolio Consultants first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2014 and has held it in 14 quarters since.
  • Independent Portfolio Consultants's iShares 20+ Year Treasury Bond ETF position peaked at $1.31M in Q4 2015.
  • 318 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.