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Legend Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Legend Financial 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
2019
Q4 		– Sell
-52,313
Closed -$7.49M – 35
2019
Q3 		$7.49M Buy
52,313
+1,177
+2% +$164K 6.36% 9
2019
Q2 		$6.79M Buy
+51,136
New +$6.49M 5.98% 9

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

Legend Financial Advisors's TLT Position: Q4 2019 in Review

Legend Financial Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2019, closing a stake of 52,313 shares — an estimated $7.49M sold.

Legend Financial Advisors first reported a position in TLT in Q2 2019 and held it in 2 quarters. The position peaked at $7.49M in Q3 2019. 571 funds tracked by Wall St. Rank hold TLT as of Q4 2019.

  • Legend Financial Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Legend Financial Advisors sold 52,313 iShares 20+ Year Treasury Bond ETF shares in Q4 2019, an estimated $7.49M.
  • Legend Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2019 and held it in 2 quarters.
  • Legend Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $7.49M in Q3 2019.
  • 571 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2019.

Based on Legend Financial Advisors's 13F filing for Q4 2019, filed 20 Feb 2020.