Secrest Blakey & Associates’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Secrest Blakey & Associates’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	-7,946	Closed	-$1.14M	–	125
2019 Q3	$1.14M	Buy	7,946 +370	+5%	+$51.4K	0.94%	30
2019 Q2	$1.01M	Buy	7,576 +129	+2%	+$16.4K	0.88%	33
2019 Q1	$942K	Sell	7,447 -3,586	-33%	-$436K	0.92%	31
2018 Q4	$1.34M	Buy	11,033 +323	+3%	+$37.4K	1.12%	26
2018 Q3	$1.26M	Buy	10,710 +457	+4%	+$54.9K	0.97%	28
2018 Q2	$1.25M	Sell	10,253 -196	-2%	-$23.4K	0.98%	28
2018 Q1	$1.27M	Buy	10,449 +26	+0.2%	+$3.14K	1.09%	25
2017 Q4	$1.32M	Buy	+10,423	New	+$1.31M	1.07%	25

Other funds holding TLT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Secrest Blakey & Associates's TLT Position: Q4 2019 in Review

Secrest Blakey & Associates sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2019, closing a stake of 7,946 shares — an estimated $1.14M sold.

Secrest Blakey & Associates first reported a position in TLT in Q4 2017 and held it in 8 quarters. The position peaked at $1.34M in Q4 2018. 571 funds tracked by Wall St. Rank hold TLT as of Q4 2019.

Secrest Blakey & Associates reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
Secrest Blakey & Associates sold 7,946 iShares 20+ Year Treasury Bond ETF shares in Q4 2019, an estimated $1.14M.
Secrest Blakey & Associates first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2017 and held it in 8 quarters.
Secrest Blakey & Associates's iShares 20+ Year Treasury Bond ETF position peaked at $1.34M in Q4 2018.
571 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2019.

Based on Secrest Blakey & Associates's 13F filing for Q4 2019, filed 5 Feb 2020.