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Longer Investments’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Longer Investments’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
2018
Q4 		– Sell
-68,020
Closed -$7.98M – 35
2018
Q3 		$7.98M Buy
+68,020
New +$8.17M 7.68% 3
2017
Q1 		– Sell
-54,750
Closed -$6.52M – 40
2016
Q4 		$6.52M Buy
+54,750
New +$6.86M 5.96% 3
2015
Q3 		– Sell
-67,343
Closed -$7.91M – 39
2015
Q2 		$7.91M Buy
+67,343
New +$8.26M 6.96% 3
2014
Q4 		– Sell
-70,265
Closed -$8.17M – 47
2014
Q3 		$8.17M Buy
+70,265
New +$8.08M 6.6% 5
2013
Q3 		– Sell
-84,440
Closed -$9.33M – 51
2013
Q2 		$9.33M Buy
+84,440
New +$9.92M 8.49% 4

Other funds holding TLT

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return