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Landsberg Bennett & Dubbaneh’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Landsberg Bennett & Dubbaneh’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
Q4 		– Sell
-74,863
Closed -$12.3M – 242
2020
Q3 		$12.3M Buy
74,863
+4,176
+6% +$693K 2.16% 6
2020
Q2 		$11.6M Buy
70,687
+5,293
+8% +$871K 2.42% 5
2020
Q1 		$11M Buy
+65,394
New +$9.75M 3.07% 6

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Landsberg Bennett & Dubbaneh's TLT Position: Q4 2020 in Review

Landsberg Bennett & Dubbaneh sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2020, closing a stake of 74,863 shares — an estimated $12.3M sold.

Landsberg Bennett & Dubbaneh first reported a position in TLT in Q1 2020 and held it in 3 quarters. The position peaked at $12.3M in Q3 2020. 637 funds tracked by Wall St. Rank hold TLT as of Q4 2020.

  • Landsberg Bennett & Dubbaneh reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Landsberg Bennett & Dubbaneh sold 74,863 iShares 20+ Year Treasury Bond ETF shares in Q4 2020, an estimated $12.3M.
  • Landsberg Bennett & Dubbaneh first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and held it in 3 quarters.
  • Landsberg Bennett & Dubbaneh's iShares 20+ Year Treasury Bond ETF position peaked at $12.3M in Q3 2020.
  • 637 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2020.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q4 2020, filed 26 Jan 2021.