Mader & Shannon Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Mader & Shannon 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
2020 Q4	–	Sell	-41,002	Closed	-$6.69M	–	26
2020 Q3	$6.69M	Buy	41,002 +702	+2%	+$116K	5.24%	5
2020 Q2	$6.61M	Buy	40,300 +25,201	+167%	+$4.15M	5.38%	5
2020 Q1	$2.49M	Buy	+15,099	New	+$2.25M	2.2%	10
2019 Q1	–	Sell	-66,985	Closed	-$8.14M	–	14
2018 Q4	$8.14M	Buy	+66,985	New	+$7.75M	6.63%	6

Other funds holding TLT

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mader & Shannon Wealth Management's TLT Position: Q4 2020 in Review

Mader & Shannon Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2020, closing a stake of 41,002 shares — an estimated $6.69M sold.

Mader & Shannon Wealth Management first reported a position in TLT in Q4 2018 and held it in 4 quarters. The position peaked at $8.14M in Q4 2018. 637 funds tracked by Wall St. Rank hold TLT as of Q4 2020.

Mader & Shannon Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
Mader & Shannon Wealth Management sold 41,002 iShares 20+ Year Treasury Bond ETF shares in Q4 2020, an estimated $6.69M.
Mader & Shannon Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2018 and held it in 4 quarters.
Mader & Shannon Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $8.14M in Q4 2018.
637 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2020.

Based on Mader & Shannon Wealth Management's 13F filing for Q4 2020, filed 2 Feb 2021.