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Integrated Wealth Counsel’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Integrated Wealth Counsel’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 		$119K Sell
1,000
-28
-3% -$3.51K 0.26% 44
2016
Q3 		$141K Buy
+1,028
New +$143K 0.3% 38
2014
Q2 		– Sell
-61,945
Closed -$6.76M – 148
2014
Q1 		$6.76M Sell
61,945
-161,505
-72% -$17.2M 5.33% 5
2013
Q4 		$22.8M Buy
223,450
+59,880
+37% +$6.27M 16.71% 1
2013
Q3 		$17.4M Buy
+163,570
New +$17.3M 12.69% 1

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