Northwestern Mutual Investment Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Northwestern Mutual Investment Services’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 Q1	–	Sell	-5	Closed	-$1K	–	92
2015 Q4	$1K	Sell	5 -42	-89%	-$5.12K	﹤0.01%	96
2015 Q3	$6K	Buy	47 +3	+7%	+$364	﹤0.01%	65
2015 Q2	$5K	Buy	+44	New	+$5.4K	﹤0.01%	47
2015 Q1	–	Sell	-3	Closed	–	–	141
2014 Q4	$0	Buy	+3	New	+$364	﹤0.01%	151
2014 Q1	–	Sell	-26	Closed	-$3K	–	138
2013 Q4	$3K	Buy	+26	New	+$2.72K	﹤0.01%	55

Other funds holding TLT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Northwestern Mutual Investment Services's TLT Position: Q1 2016 in Review

Northwestern Mutual Investment Services sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2016, closing a stake of 5 shares — an estimated $1K sold.

Northwestern Mutual Investment Services first reported a position in TLT in Q4 2013 and held it in 5 quarters. The position peaked at $6K in Q3 2015. 344 funds tracked by Wall St. Rank hold TLT as of Q1 2016.

Northwestern Mutual Investment Services reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2016 after selling out during the quarter.
Northwestern Mutual Investment Services sold 5 iShares 20+ Year Treasury Bond ETF shares in Q1 2016, an estimated $1K.
Northwestern Mutual Investment Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2013 and held it in 5 quarters.
Northwestern Mutual Investment Services's iShares 20+ Year Treasury Bond ETF position peaked at $6K in Q3 2015.
344 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2016.

Based on Northwestern Mutual Investment Services's 13F filing for Q1 2016.