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MinichMacGregor Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

MinichMacGregor 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
2016
Q4 		– Sell
-15
Closed -$2K – 501
2016
Q3 		$2K Hold
15
– – ﹤0.01% 386
2016
Q2 		$2K Buy
15
+7
+88% +$923 ﹤0.01% 373
2016
Q1 		$1K Buy
+8
New +$1.02K ﹤0.01% 405

Other funds holding TLT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PC
Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MLICM
Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return

MinichMacGregor Wealth Management's TLT Position: Q4 2016 in Review

MinichMacGregor Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2016, closing a stake of 15 shares — an estimated $2K sold.

MinichMacGregor Wealth Management first reported a position in TLT in Q1 2016 and held it in 3 quarters. The position peaked at $2K in Q3 2016. 315 funds tracked by Wall St. Rank hold TLT as of Q4 2016.

  • MinichMacGregor Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 15 iShares 20+ Year Treasury Bond ETF shares in Q4 2016, an estimated $2K.
  • MinichMacGregor Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2016 and held it in 3 quarters.
  • MinichMacGregor Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $2K in Q3 2016.
  • 315 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2016.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2016, filed 28 Jun 2018.