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Marino Stram & Associates’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Marino Stram & Associates’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
2019
Q1 		– Sell
-38
Closed -$5K – 667
2018
Q4 		$5K Hold
38
– – ﹤0.01% 346
2018
Q3 		$4K Hold
38
– – ﹤0.01% 371
2018
Q2 		$5K Buy
38
+1
+3% +$120 ﹤0.01% 351
2018
Q1 		$5K Hold
37
– – ﹤0.01% 385
2017
Q4 		$5K Buy
+37
New +$4.64K ﹤0.01% 389

Other funds holding TLT

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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Marino Stram & Associates's TLT Position: Q1 2019 in Review

Marino Stram & Associates sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2019, closing a stake of 38 shares — an estimated $5K sold.

Marino Stram & Associates first reported a position in TLT in Q4 2017 and held it in 5 quarters. The position peaked at $5K in Q4 2018. 437 funds tracked by Wall St. Rank hold TLT as of Q1 2019.

  • Marino Stram & Associates reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 38 iShares 20+ Year Treasury Bond ETF shares in Q1 2019, an estimated $5K.
  • Marino Stram & Associates first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2017 and held it in 5 quarters.
  • Marino Stram & Associates's iShares 20+ Year Treasury Bond ETF position peaked at $5K in Q4 2018.
  • 437 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2019.

Based on Marino Stram & Associates's 13F filing for Q1 2019, filed 14 May 2019.