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Paulson Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Paulson Wealth Management’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
-300
Closed -$38K – 481
2017
Q4 		$38K Buy
+300
New +$37.7K 0.03% 220

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

Paulson Wealth Management's TLT Position: Q1 2018 in Review

Paulson Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2018, closing a stake of 300 shares — an estimated $38K sold.

Paulson Wealth Management first reported a position in TLT in Q4 2017 and held it in 1 quarter. The position peaked at $38K in Q4 2017. 357 funds tracked by Wall St. Rank hold TLT as of Q1 2018.

  • Paulson Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 300 iShares 20+ Year Treasury Bond ETF shares in Q1 2018, an estimated $38K.
  • Paulson Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $38K in Q4 2017.
  • 357 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.