Peak Capital Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Peak Capital 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
2019 Q4	–	Sell	-96,240	Closed	-$13.8M	–	24
2019 Q3	$13.8M	Sell	96,240 -6,037	-6%	-$839K	9.26%	3
2019 Q2	$14.3M	Buy	102,277 +6,705	+7%	+$852K	9.75%	3
2019 Q1	$12.1M	Buy	95,572 +14,316	+18%	+$1.74M	8.27%	3
2018 Q4	$9.87M	Buy	81,256 +19,448	+31%	+$2.25M	7.09%	3
2018 Q3	$7.03M	Buy	61,808 +8,268	+15%	+$993K	5.17%	7
2018 Q2	$6.52M	Sell	53,540 -1,258	-2%	-$150K	3.94%	7
2018 Q1	$6.68M	Sell	54,798 -12,761	-19%	-$1.54M	5.17%	7
2017 Q4	$8.43M	Sell	67,559 -3,678	-5%	-$462K	5.73%	4
2017 Q3	$8.89M	Sell	71,237 -12,871	-15%	-$1.62M	5.91%	4
2017 Q2	$10.5M	Buy	+84,108	New	+$10.4M	5.88%	3

Other funds holding TLT

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

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

Peak Capital Management's TLT Position: Q4 2019 in Review

Peak Capital Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2019, closing a stake of 96,240 shares — an estimated $13.8M sold.

Peak Capital Management first reported a position in TLT in Q2 2017 and held it in 10 quarters. The position peaked at $14.3M in Q2 2019. 572 funds tracked by Wall St. Rank hold TLT as of Q4 2019.

Peak Capital Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
Peak Capital Management sold 96,240 iShares 20+ Year Treasury Bond ETF shares in Q4 2019, an estimated $13.8M.
Peak Capital Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2017 and held it in 10 quarters.
Peak Capital Management's iShares 20+ Year Treasury Bond ETF position peaked at $14.3M in Q2 2019.
572 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2019.

Based on Peak Capital Management's 13F filing for Q4 2019, filed 8 Jan 2020.