NPC
TLT icon

National Planning Corporation’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

National Planning Corporation’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
2018
Q1 		– Sell
-44
Closed -$5.61K – 38
2017
Q4 		$5.61K Sell
44
-17,476
-100% -$2.19M 0.77% 34
2017
Q3 		$2.19M Sell
17,520
-479
-3% -$60.2K 0.18% 122
2017
Q2 		$2.24M Buy
17,999
+969
+6% +$120K 0.17% 143
2017
Q1 		$2.06M Sell
17,030
-279
-2% -$33.5K 0.16% 139
2016
Q4 		$2.06M Sell
17,309
-11,822
-41% -$1.48M 0.16% 131
2016
Q3 		$3.81M Sell
29,131
-27,184
-48% -$3.77M 0.3% 71
2016
Q2 		$7.79M Buy
56,315
+17,215
+44% +$2.27M 0.6% 31
2016
Q1 		$5.1M Buy
39,100
+29,080
+290% +$3.72M 0.44% 51
2015
Q4 		$1.29M Sell
10,020
-56,653
-85% -$6.9M 0.11% 210
2015
Q3 		$8.07M Buy
66,673
+63,551
+2,036% +$7.71M 0.74% 26
2015
Q2 		$390K Sell
3,122
-1,499
-32% -$184K 0.04% 412
2015
Q1 		$567K Buy
4,621
+1,018
+28% +$133K 0.05% 317
2014
Q4 		$473K Buy
+3,603
New +$437K 0.03% 420
2014
Q3 		– Sell
-3,112
Closed -$353K – 786
2014
Q2 		$353K Buy
+3,112
New +$347K 0.03% 515
2014
Q1 		– Sell
-34,751
Closed -$3.54M – 744
2013
Q4 		$3.54M Buy
34,751
+30,047
+639% +$3.15M 0.32% 67
2013
Q3 		$498K Buy
4,704
+4
+0.1% +$424 0.05% 346
2013
Q2 		$518K Buy
+4,700
New +$552K 0.06% 267

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 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

National Planning Corporation's TLT Position: Q1 2018 in Review

National Planning Corporation sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2018, closing a stake of 44 shares — an estimated $5.61K sold.

National Planning Corporation first reported a position in TLT in Q2 2013 and held it in 17 quarters. The position peaked at $8.07M in Q3 2015. 357 funds tracked by Wall St. Rank hold TLT as of Q1 2018.

  • National Planning Corporation reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
  • National Planning Corporation sold 44 iShares 20+ Year Treasury Bond ETF shares in Q1 2018, an estimated $5.61K.
  • National Planning Corporation first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and held it in 17 quarters.
  • National Planning Corporation's iShares 20+ Year Treasury Bond ETF position peaked at $8.07M in Q3 2015.
  • 357 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2018.

Based on National Planning Corporation's 13F filing for Q1 2018.