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Karp Capital Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Karp Capital Management’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
2020
Q1 		– Sell
-48,415
Closed -$6.56M – 107
2019
Q4 		$6.56M Sell
48,415
-785
-2% -$109K 1.73% 19
2019
Q3 		$7.04M Buy
49,200
+4,430
+10% +$616K 2.05% 11
2019
Q2 		$5.95M Buy
44,770
+5,255
+13% +$667K 1.89% 16
2019
Q1 		$5M Buy
39,515
+35,215
+819% +$4.28M 1.78% 19
2018
Q4 		$522K Buy
+4,300
New +$498K 0.25% 75
2016
Q4 		– Sell
-18,186
Closed -$2.5M – 86
2016
Q3 		$2.5M Sell
18,186
-609
-3% -$84.5K 1.6% 27
2016
Q2 		$2.61M Buy
18,795
+3,634
+24% +$479K 1.74% 21
2016
Q1 		$1.98M Buy
15,161
+186
+1% +$23.8K 1.37% 35
2015
Q4 		$1.81M Buy
14,975
+8,140
+119% +$992K 1.05% 41
2015
Q3 		$844K Buy
6,835
+3,500
+105% +$425K 0.58% 51
2015
Q2 		$392K Hold
3,335
– – 0.26% 72
2015
Q1 		$436K Buy
3,335
+500
+18% +$65.3K 0.3% 67
2014
Q4 		$357K Buy
+2,835
New +$344K 0.26% 79

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Karp Capital Management's TLT Position: Q1 2020 in Review

Karp Capital Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2020, closing a stake of 48,415 shares — an estimated $6.56M sold.

Karp Capital Management first reported a position in TLT in Q4 2014 and held it in 13 quarters. The position peaked at $7.04M in Q3 2019. 583 funds tracked by Wall St. Rank hold TLT as of Q1 2020.

  • Karp Capital Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Karp Capital Management sold 48,415 iShares 20+ Year Treasury Bond ETF shares in Q1 2020, an estimated $6.56M.
  • Karp Capital Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2014 and held it in 13 quarters.
  • Karp Capital Management's iShares 20+ Year Treasury Bond ETF position peaked at $7.04M in Q3 2019.
  • 583 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2020.

Based on Karp Capital Management's 13F filing for Q1 2020, filed 14 May 2020.