MSFP
TLT icon

Mark Sheptoff Financial Planning’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Mark Sheptoff Financial Planning’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
2016
Q4 		– Sell
-200
Closed -$28K – 372
2016
Q3 		$28K Hold
200
– – 0.02% 199
2016
Q2 		$28K Hold
200
– – 0.02% 186
2016
Q1 		$26K Hold
200
– – 0.02% 190
2015
Q4 		$24K Hold
200
– – 0.02% 209
2015
Q3 		$25K Hold
200
– – 0.02% 202
2015
Q2 		$23K Buy
+200
New +$24.5K 0.02% 210

Other funds holding TLT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PC
Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MLICM
Metropolitan Life Insurance Company (MetLife) New York $357M AUM 13.97% 1-Year Est. Return

Mark Sheptoff Financial Planning's TLT Position: Q4 2016 in Review

Mark Sheptoff Financial Planning sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2016, closing a stake of 200 shares — an estimated $28K sold.

Mark Sheptoff Financial Planning first reported a position in TLT in Q2 2015 and held it in 6 quarters. The position peaked at $28K in Q3 2016. 315 funds tracked by Wall St. Rank hold TLT as of Q4 2016.

  • Mark Sheptoff Financial Planning reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 200 iShares 20+ Year Treasury Bond ETF shares in Q4 2016, an estimated $28K.
  • Mark Sheptoff Financial Planning first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2015 and held it in 6 quarters.
  • Mark Sheptoff Financial Planning's iShares 20+ Year Treasury Bond ETF position peaked at $28K in Q3 2016.
  • 315 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2016, filed 7 Feb 2017.