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MD Financial Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

MD Financial 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
-155,144
Closed -$25.3M – 126
2020
Q3 		$25.3M Buy
+155,144
New +$25.7M 1.02% 29
2020
Q2 		– Sell
-34,603
Closed -$5.71M – 45
2020
Q1 		$5.71M Buy
+34,603
New +$5.16M 0.35% 42

Other funds holding TLT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

MD Financial Management's TLT Position: Q4 2020 in Review

MD Financial Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2020, closing a stake of 155,144 shares — an estimated $25.3M sold.

MD Financial Management first reported a position in TLT in Q1 2020 and held it in 2 quarters. The position peaked at $25.3M in Q3 2020. 637 funds tracked by Wall St. Rank hold TLT as of Q4 2020.

  • MD Financial Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • MD Financial Management sold 155,144 iShares 20+ Year Treasury Bond ETF shares in Q4 2020, an estimated $25.3M.
  • MD Financial Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and held it in 2 quarters.
  • MD Financial Management's iShares 20+ Year Treasury Bond ETF position peaked at $25.3M in Q3 2020.
  • 637 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2020.

Based on MD Financial Management's 13F filing for Q4 2020, filed 26 Jan 2021.