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Ironsides Asset Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Ironsides Asset Advisors’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
Q1 		– Sell
-1,806
Closed -$215K – 137
2016
Q4 		$215K Hold
1,806
– – 0.06% 140
2016
Q3 		$248K Hold
1,806
– – 0.07% 146
2016
Q2 		$251K Hold
1,806
– – 0.08% 130
2016
Q1 		$236K Hold
1,806
– – 0.06% 163
2015
Q4 		$218K Hold
1,806
– – 0.06% 142
2015
Q3 		$223K Sell
1,806
-194
-10% -$23.5K 0.06% 145
2015
Q2 		$235K Sell
2,000
-198
-9% -$24.3K 0.07% 140
2015
Q1 		$287K Sell
2,198
-1,331
-38% -$174K 0.08% 128
2014
Q4 		$444K Hold
3,529
– – 0.12% 112
2014
Q3 		$410K Hold
3,529
– – 0.12% 115
2014
Q2 		$401K Buy
+3,529
New +$394K 0.12% 116

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return