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

Lyons 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
2018
Q2 		– Sell
-1,063
Closed -$131K – 62
2018
Q1 		$131K Buy
+1,063
New +$128K 0.2% 47

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Lyons Wealth Management's TLT Position: Q2 2018 in Review

Lyons Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2018, closing a stake of 1,063 shares — an estimated $131K sold.

Lyons Wealth Management first reported a position in TLT in Q1 2018 and held it in 1 quarter. The position peaked at $131K in Q1 2018. 354 funds tracked by Wall St. Rank hold TLT as of Q2 2018.

  • Lyons Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Lyons Wealth Management sold 1,063 iShares 20+ Year Treasury Bond ETF shares in Q2 2018, an estimated $131K.
  • Lyons Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2018 and held it in 1 quarter.
  • Lyons Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $131K in Q1 2018.
  • 354 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2018.

Based on Lyons Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.