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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Longer Investments's TLT Position: Q4 2018 in Review

Longer Investments sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2018, closing a stake of 68,020 shares — an estimated $7.98M sold.

Longer Investments first reported a position in TLT in Q2 2013 and held it in 5 quarters. The position peaked at $9.33M in Q2 2013. 390 funds tracked by Wall St. Rank hold TLT as of Q4 2018.

Longer Investments reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
Longer Investments sold 68,020 iShares 20+ Year Treasury Bond ETF shares in Q4 2018, an estimated $7.98M.
Longer Investments first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and held it in 5 quarters.
Longer Investments's iShares 20+ Year Treasury Bond ETF position peaked at $9.33M in Q2 2013.
390 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2018.

Based on Longer Investments's 13F filing for Q4 2018, filed 22 Jan 2019.