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L & S Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

L & S 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
2016
Q3 		– Sell
-276,928
Closed -$38.5M – 145
2016
Q2 		$38.5M Buy
+276,928
New +$36.5M 8.74% 2

Other funds holding TLT

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

L & S Advisors's TLT Position: Q3 2016 in Review

L & S Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2016, closing a stake of 276,928 shares — an estimated $38.5M sold.

L & S Advisors first reported a position in TLT in Q2 2016 and held it in 1 quarter. The position peaked at $38.5M in Q2 2016. 335 funds tracked by Wall St. Rank hold TLT as of Q3 2016.

  • L & S Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2016 after selling out during the quarter.
  • L & S Advisors sold 276,928 iShares 20+ Year Treasury Bond ETF shares in Q3 2016, an estimated $38.5M.
  • L & S Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2016 and held it in 1 quarter.
  • L & S Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $38.5M in Q2 2016.
  • 335 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2016.

Based on L & S Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.