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Osborn Williams & Donohoe’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Osborn Williams & Donohoe’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
Q2 		– Sell
-52
Closed -$6K – 622
2019
Q1 		$6K Buy
+52
New +$6.32K ﹤0.01% 670

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osborn Williams & Donohoe's TLT Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2019, closing a stake of 52 shares — an estimated $6K sold.

Osborn Williams & Donohoe first reported a position in TLT in Q1 2019 and held it in 1 quarter. The position peaked at $6K in Q1 2019. 468 funds tracked by Wall St. Rank hold TLT as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 52 iShares 20+ Year Treasury Bond ETF shares in Q2 2019, an estimated $6K.
  • Osborn Williams & Donohoe first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's iShares 20+ Year Treasury Bond ETF position peaked at $6K in Q1 2019.
  • 468 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.