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Moller Wealth Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Moller Wealth Partners’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
Q3 		– Sell
-15,783
Closed -$2.1M – 51
2019
Q2 		$2.1M Sell
15,783
-66,030
-81% -$8.39M 1.07% 18
2019
Q1 		$10.3M Buy
+81,813
New +$9.95M 4.64% 8
2018
Q1 		– Sell
-5,461
Closed -$693K – 47
2017
Q4 		$693K Buy
5,461
+45
+0.8% +$5.65K 0.26% 29
2017
Q3 		$676K Buy
5,416
+34
+0.6% +$4.27K 0.26% 29
2017
Q2 		$673K Buy
5,382
+33
+0.6% +$4.08K 0.28% 28
2017
Q1 		$646K Buy
5,349
+22
+0.4% +$2.64K 0.28% 30
2016
Q4 		$635K Sell
5,327
-107,914
-95% -$13.5M 0.31% 29
2016
Q3 		$15.6M Sell
113,241
-2,567
-2% -$356K 7.16% 5
2016
Q2 		$16.1M Sell
115,808
-3,657
-3% -$482K 7.88% 5
2016
Q1 		$15.6M Buy
119,465
+530
+0.4% +$67.9K 9.16% 4
2015
Q4 		$14.3M Buy
+118,935
New +$14.5M 7.9% 6
2015
Q3 		– Sell
-132,349
Closed -$15.5M – 39
2015
Q2 		$15.5M Buy
132,349
+8,229
+7% +$1.01M 7.06% 6
2015
Q1 		$16.2M Sell
124,120
-1,672
-1% -$218K 7.49% 6
2014
Q4 		$15.8M Buy
125,792
+2,392
+2% +$290K 7.83% 5
2014
Q3 		$14.3M Buy
+123,400
New +$14.2M 6.76% 7

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Moller Wealth Partners's TLT Position: Q3 2019 in Review

Moller Wealth Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2019, closing a stake of 15,783 shares — an estimated $2.1M sold.

Moller Wealth Partners first reported a position in TLT in Q3 2014 and held it in 15 quarters. The position peaked at $16.2M in Q1 2015. 516 funds tracked by Wall St. Rank hold TLT as of Q3 2019.

  • Moller Wealth Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Moller Wealth Partners sold 15,783 iShares 20+ Year Treasury Bond ETF shares in Q3 2019, an estimated $2.1M.
  • Moller Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2014 and held it in 15 quarters.
  • Moller Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $16.2M in Q1 2015.
  • 516 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2019.

Based on Moller Wealth Partners's 13F filing for Q3 2019, filed 18 Oct 2019.