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Mainstay Capital Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Mainstay Capital 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
Q4 		– Sell
-400
Closed -$47K – 351
2018
Q3 		$47K Buy
400
+22
+6% +$2.64K 0.03% 206
2018
Q2 		$46K Hold
378
– – 0.04% 190
2018
Q1 		$46K Hold
378
– – 0.04% 163
2017
Q4 		$47K Buy
+378
New +$47.5K 0.04% 169

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 $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $432B 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 $240B AUM 35.51% 1-Year Est. Return

Mainstay Capital Management's TLT Position: Q4 2018 in Review

Mainstay Capital Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2018, closing a stake of 400 shares — an estimated $47K sold.

Mainstay Capital Management first reported a position in TLT in Q4 2017 and held it in 4 quarters. The position peaked at $47K in Q3 2018. 390 funds tracked by Wall St. Rank hold TLT as of Q4 2018.

  • Mainstay Capital Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Mainstay Capital Management sold 400 iShares 20+ Year Treasury Bond ETF shares in Q4 2018, an estimated $47K.
  • Mainstay Capital Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2017 and held it in 4 quarters.
  • Mainstay Capital Management's iShares 20+ Year Treasury Bond ETF position peaked at $47K in Q3 2018.
  • 390 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2018.

Based on Mainstay Capital Management's 13F filing for Q4 2018, filed 8 Feb 2019.