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

LBA 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
2016
Q3 		– Sell
-2,675
Closed -$372K – 474
2016
Q2 		$372K Buy
2,675
+1,925
+257% +$254K 0.21% 75
2016
Q1 		$98K Buy
+750
New +$96.1K 0.06% 153

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

LBA Wealth Management's TLT Position: Q3 2016 in Review

LBA Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2016, closing a stake of 2,675 shares — an estimated $372K sold.

LBA Wealth Management first reported a position in TLT in Q1 2016 and held it in 2 quarters. The position peaked at $372K in Q2 2016. 335 funds tracked by Wall St. Rank hold TLT as of Q3 2016.

  • LBA Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2016 after selling out during the quarter.
  • LBA Wealth Management sold 2,675 iShares 20+ Year Treasury Bond ETF shares in Q3 2016, an estimated $372K.
  • LBA Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2016 and held it in 2 quarters.
  • LBA Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $372K in Q2 2016.
  • 335 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2016.

Based on LBA Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.