Lehman Financial Resources’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Lehman Financial Resources’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
2015 Q4	–	Sell	-295	Closed	-$36K	–	314
2015 Q3	$36K	Hold	295	–	–	0.02%	183
2015 Q2	$34K	Hold	295	–	–	0.02%	197
2015 Q1	$39K	Hold	295	–	–	0.02%	182
2014 Q4	$37K	Hold	295	–	–	0.02%	174
2014 Q3	$34K	Hold	295	–	–	0.02%	185
2014 Q2	$33K	Hold	295	–	–	0.02%	182
2014 Q1	$32K	Hold	295	–	–	0.02%	178
2013 Q4	$30K	Hold	295	–	–	0.02%	174
2013 Q3	$31K	Hold	295	–	–	0.02%	161
2013 Q2	$33K	Buy	+295	New	+$34.7K	0.02%	130

Other funds holding TLT

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

Lehman Financial Resources's TLT Position: Q4 2015 in Review

Lehman Financial Resources sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2015, closing a stake of 295 shares — an estimated $36K sold.

Lehman Financial Resources first reported a position in TLT in Q2 2013 and held it in 10 quarters. The position peaked at $39K in Q1 2015. 273 funds tracked by Wall St. Rank hold TLT as of Q4 2015.

Lehman Financial Resources reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 295 iShares 20+ Year Treasury Bond ETF shares in Q4 2015, an estimated $36K.
Lehman Financial Resources first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's iShares 20+ Year Treasury Bond ETF position peaked at $39K in Q1 2015.
273 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.