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Partnervest Advisory Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Partnervest Advisory 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
2019
Q3 		– Sell
-10,000
Closed -$1K – 283
2019
Q2 		$1K Buy
+10,000
New +$1.27M ﹤0.01% 240

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

Partnervest Advisory Services's TLT Position: Q3 2019 in Review

Partnervest Advisory Services sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2019, closing a stake of 65 shares — an estimated $9K sold.

Partnervest Advisory Services first reported a position in TLT in Q2 2013 and held it in 11 quarters. The position peaked at $1.75M in Q2 2015. 515 funds tracked by Wall St. Rank hold TLT as of Q3 2019.

  • Partnervest Advisory Services reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Partnervest Advisory Services sold 65 iShares 20+ Year Treasury Bond ETF shares in Q3 2019, an estimated $9K.
  • Partnervest Advisory Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and held it in 11 quarters.
  • Partnervest Advisory Services's iShares 20+ Year Treasury Bond ETF position peaked at $1.75M in Q2 2015.
  • 515 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2019.

Based on Partnervest Advisory Services's 13F filing for Q3 2019, filed 12 Nov 2019.