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Lake Point Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Lake Point Wealth 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
2019
Q2 		$5K Hold
36
– – ﹤0.01% 427
2019
Q1 		$5K Buy
+36
New +$4.38K ﹤0.01% 427

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lake Point Wealth Management's TLT Position: Q2 2019 in Review

Lake Point Wealth Management held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2019 at 36 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Lake Point Wealth Management first reported a position in TLT in Q1 2019 and has held it in 2 quarters since. 468 funds tracked by Wall St. Rank hold TLT as of Q2 2019.

  • Lake Point Wealth Management held 36 shares of iShares 20+ Year Treasury Bond ETF worth $5K as of Q2 2019.
  • Lake Point Wealth Management left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2019.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #427 holding.
  • Lake Point Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2019 and has held it in 2 quarters since.
  • 468 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.