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Ladenburg Thalmann Financial Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$20.7M Buy
183,090
+42,907
+31% +$5.97M 0.13% 170
2019
Q3 		$20.1M Buy
140,183
+25,150
+22% +$3.5M 0.14% 161
2019
Q2 		$15.2M Buy
115,033
+3,874
+3% +$492K 0.11% 191
2019
Q1 		$14M Buy
111,159
+54,960
+98% +$6.68M 0.11% 192
2018
Q4 		$6.83M Buy
56,199
+7,274
+15% +$842K 0.06% 282
2018
Q3 		$5.73M Sell
48,925
-28,100
-36% -$3.37M 0.05% 351
2018
Q2 		$9.39M Hold
77,025
– – 0.09% 217
2018
Q1 		$9.39M Sell
77,025
-9,292
-11% -$1.12M 0.09% 217
2017
Q4 		$10.9M Sell
86,317
-12,542
-13% -$1.57M 0.1% 196
2017
Q3 		$12.3M Buy
98,859
+27,563
+39% +$3.46M 0.13% 158
2017
Q2 		$8.92M Buy
71,296
+15,752
+28% +$1.95M 0.1% 182
2017
Q1 		$6.71M Buy
55,544
+7,095
+15% +$852K 0.09% 220
2016
Q4 		$5.83M Sell
48,449
-15,112
-24% -$1.89M 0.08% 222
2016
Q3 		$8.74M Sell
63,561
-34,757
-35% -$4.82M 0.13% 156
2016
Q2 		$13.6M Buy
98,318
+26,376
+37% +$3.48M 0.22% 106
2016
Q1 		$9.4M Buy
71,942
+29,944
+71% +$3.84M 0.17% 136
2015
Q4 		$5.06M Buy
41,998
+5,323
+15% +$649K 0.09% 200
2015
Q3 		$4.53M Buy
36,675
+2,861
+8% +$347K 0.09% 201
2015
Q2 		$3.98M Sell
33,814
-18,524
-35% -$2.27M 0.07% 260
2015
Q1 		$6.83M Buy
52,338
+6,989
+15% +$912K 0.13% 167
2014
Q4 		$5.71M Buy
45,349
+11,279
+33% +$1.37M 0.13% 172
2014
Q3 		$3.96M Buy
34,070
+10,682
+46% +$1.23M 0.11% 171
2014
Q2 		$2.65M Buy
23,388
+3,059
+15% +$341K 0.07% 226
2014
Q1 		$2.22M Sell
20,329
-70,084
-78% -$7.48M 0.06% 246
2013
Q4 		$9.21M Buy
90,413
+6,845
+8% +$717K 0.28% 79
2013
Q3 		$8.89M Buy
83,568
+33,260
+66% +$3.52M 0.3% 77
2013
Q2 		$5.56M Buy
+50,308
New +$5.91M 0.2% 102

Other funds holding TLT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ladenburg Thalmann Financial Services's TLT Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 31% in Q4 2019, buying an estimated $5.97M and bringing the position to 183,090 shares worth $20.7M. The position accounts for 0.13% of the portfolio, ranked #170.

Ladenburg Thalmann Financial Services first reported a position in TLT in Q2 2013 and has held it in 27 quarters since. 571 funds tracked by Wall St. Rank hold TLT as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 183,090 shares of iShares 20+ Year Treasury Bond ETF worth $20.7M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 42,907 iShares 20+ Year Treasury Bond ETF shares in Q4 2019, an estimated $5.97M.
  • iShares 20+ Year Treasury Bond ETF made up 0.13% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #170 holding.
  • Ladenburg Thalmann Financial Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and has held it in 27 quarters since.
  • 571 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.